Worth Financial Advisory Group, LLC GE VERNOVA INC Transaction History

Worth Financial Advisory Group, LLC

  • $178 Billion
  • Q3 2025
Number of Shares
789
Previous 799 1.25%
Holding current value
$485 Million
Previous $423 Million 14.75%
% of portfolio
0.27%
Previous 0.26%

Shares

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

Oct 22, 2025
SELL
N/A
-10 Reduced 1.25%
789 $485 Million
Q2 2025

Jul 16, 2025
BUY
N/A
80 Added 11.13%
799 $423 Million
Q1 2025

Apr 21, 2025
BUY
N/A
5 Added 0.7%
719 $219 Million
Q4 2024

Feb 11, 2025
BUY
N/A
714 New
714 $235 Million
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