Concurrent Investment Advisors, LLC GE VERNOVA INC Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
200
Previous 6,009 96.67%
Holding current value
$106 Million
Previous $1.83 Billion 94.23%
% of portfolio
0.0%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
N/A
1,375 Added 22.88%
7,384 $3.91 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
2,871 Added 91.49%
6,009 $1.83 Billion
Q4 2024

Feb 03, 2025
BUY
N/A
72 Added 2.35%
3,138 $1.03 Billion
Q3 2024

Oct 30, 2024
SELL
N/A
-22 Reduced 0.71%
3,066 $782 Million
Q2 2024

Jul 30, 2024
BUY
N/A
3,088 New
3,088 $530 Million
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