Diversify Wealth Management, LLC GE VERNOVA INC Transaction History

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025
Number of Shares
1,318
Previous 1,295 1.78%
Holding current value
$867 Million
Previous $481 Million 80.27%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Aug 14, 2025
BUY
N/A
23 Added 1.78%
1,318 $867 Million
Q1 2025

Apr 30, 2025
BUY
N/A
146 Added 12.71%
1,295 $481 Million
Q4 2024

Jan 16, 2025
BUY
N/A
49 Added 4.45%
1,149 $422 Million
Q3 2024

Oct 25, 2024
BUY
N/A
1,100 New
1,100 $308 Million
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