1858 Wealth Management, LLC GE VERNOVA INC Transaction History

1858 Wealth Management, LLC

  • $142 Billion
  • Q3 2025
Number of Shares
7,178
Previous 9,538 24.74%
Holding current value
$4.41 Billion
Previous $5.05 Billion 12.55%
% of portfolio
3.1%
Previous 3.72%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
N/A
-2,360 Reduced 24.74%
7,178 $4.41 Billion
Q2 2025

Jul 25, 2025
BUY
N/A
368 Added 4.01%
9,538 $5.05 Billion
Q1 2025

Apr 22, 2025
BUY
N/A
150 Added 1.66%
9,170 $2.8 Billion
Q4 2024

Jan 27, 2025
SELL
N/A
-650 Reduced 6.72%
9,020 $2.97 Billion
Q3 2024

Oct 21, 2024
SELL
N/A
-569 Reduced 5.56%
9,670 $2.47 Billion
Q2 2024

Jul 18, 2024
BUY
N/A
10,239 New
10,239 $1.76 Billion
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