Partners In Financial Planning GE VERNOVA INC Transaction History

Partners In Financial Planning

  • $542 Billion
  • Q2 2025
Number of Shares
924
Previous 936 1.28%
Holding current value
$489 Million
Previous $286 Million 70.99%
% of portfolio
0.09%
Previous 0.06%

Shares

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

Aug 04, 2025
SELL
N/A
-12 Reduced 1.28%
924 $489 Million
Q1 2025

Apr 30, 2025
BUY
N/A
98 Added 11.69%
936 $286 Million
Q4 2024

Feb 12, 2025
BUY
N/A
838 New
838 $276 Million
Q3 2024

Feb 26, 2025
SELL
N/A
-355 Reduced 26.16%
1,002 $255 Million
Q2 2024

Feb 26, 2025
BUY
N/A
519 Added 61.93%
1,357 $233 Million
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