Strategies Wealth Advisors, LLC GE VERNOVA INC Transaction History

Strategies Wealth Advisors, LLC

  • $962 Billion
  • Q3 2025
Number of Shares
2,861
Previous 2,521 13.49%
Holding current value
$1.76 Billion
Previous $1.33 Billion 31.88%
% of portfolio
0.18%
Previous 0.15%

Shares

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

Nov 12, 2025
BUY
N/A
340 Added 13.49%
2,861 $1.76 Billion
Q2 2025

Aug 08, 2025
BUY
N/A
682 Added 37.09%
2,521 $1.33 Billion
Q1 2025

May 14, 2025
BUY
N/A
202 Added 12.34%
1,839 $561 Million
Q4 2024

Feb 13, 2025
BUY
N/A
1,637 New
1,637 $611 Million
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