Form Wealth Advisors, LLC GE VERNOVA INC Transaction History

Form Wealth Advisors, LLC

  • $854 Billion
  • Q4 2025
Number of Shares
1,679
Previous 1,599 5.0%
Holding current value
$1.1 Billion
Previous $846 Million 29.72%
% of portfolio
0.13%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
N/A
80 Added 5.0%
1,679 $1.1 Billion
Q2 2025

Jul 16, 2025
BUY
N/A
11 Added 0.69%
1,599 $846 Million
Q1 2025

Apr 22, 2025
BUY
N/A
1,588 New
1,588 $485 Million
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