Sierra Summit Advisors LLC GE VERNOVA INC Transaction History

Sierra Summit Advisors LLC

  • $562 Billion
  • Q2 2025
Number of Shares
30,554
Previous 25,904 17.95%
Holding current value
$16.2 Billion
Previous $7.91 Billion 104.45%
% of portfolio
2.88%
Previous 1.71%

Shares

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

Aug 12, 2025
BUY
N/A
4,650 Added 17.95%
30,554 $16.2 Billion
Q1 2025

May 12, 2025
SELL
N/A
-868 Reduced 3.24%
25,904 $7.91 Billion
Q4 2024

Feb 13, 2025
SELL
N/A
-10,212 Reduced 27.61%
26,772 $8.81 Billion
Q3 2024

Nov 13, 2024
SELL
N/A
-9,803 Reduced 20.95%
36,984 $9.43 Billion
Q2 2024

Aug 09, 2024
BUY
N/A
46,787 New
46,787 $8.02 Billion
Track This Portfolio

Track Sierra Summit Advisors LLC Portfolio

Follow Sierra Summit Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sierra Summit Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sierra Summit Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email