Wealth Plan Investment Management, LLC GE VERNOVA INC Transaction History

Wealth Plan Investment Management, LLC

  • $1.27 Billion
  • Q2 2025
Number of Shares
983
Previous 843 16.61%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 28, 2025
BUY
N/A
140 Added 16.61%
983 $0
Q1 2025

May 09, 2025
SELL
N/A
-7 Reduced 0.82%
843 $0
Q4 2024

Jan 30, 2025
BUY
N/A
6 Added 0.71%
850 $0
Q3 2024

Nov 05, 2024
BUY
N/A
844 New
844 $0
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