True Wealth Design, LLC GE VERNOVA INC Transaction History

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Number of Shares
170
Previous 151 12.58%
Holding current value
$105 Million
Previous $79.9 Million 30.83%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 21, 2025
BUY
N/A
19 Added 12.58%
170 $105 Million
Q2 2025

Aug 06, 2025
BUY
N/A
5 Added 3.42%
151 $79.9 Million
Q1 2025

May 13, 2025
BUY
N/A
11 Added 8.15%
146 $44.6 Million
Q4 2024

Feb 14, 2025
BUY
N/A
73 Added 117.74%
135 $44.4 Million
Q3 2024

Nov 14, 2024
BUY
N/A
55 Added 785.71%
62 $15.8 Million
Q2 2024

Aug 14, 2024
BUY
N/A
7 New
7 $1.2 Million
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