XWM
Xcel Wealth Management’s GE Vernova GEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $896K | Buy |
1,694
+2
| +0.1% | +$1.06K | 0.26% | 69 |
|
|
2025
Q1 | $517K | Hold |
1,692
| – | – | 0.16% | 89 |
|
|
2024
Q4 | $557K | Hold |
1,692
| – | – | 0.15% | 83 |
|
|
2024
Q3 | $431K | Sell |
1,692
-18
| -1% | -$4.59K | 0.13% | 90 |
|
|
2024
Q2 | $293K | Buy |
+1,710
| New | +$293K | 0.09% | 104 |
|