Plan A Wealth LLC GE VERNOVA INC Transaction History

Plan A Wealth LLC

  • $197 Billion
  • Q3 2025
Number of Shares
904
Previous 909 0.55%
Holding current value
$556 Million
Previous $481 Million 15.57%
% of portfolio
0.28%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
N/A
-5 Reduced 0.55%
904 $556 Million
Q1 2025

Nov 06, 2025
SELL
N/A
-98 Reduced 9.73%
909 $278 Million
Q4 2024

Nov 06, 2025
BUY
N/A
1,007 New
1,007 $331 Million
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