Number of Shares
48,465.00
Current Holdings Value*
$14.80 Mil
% of Portfolio
1.6%
Total Estimate Gain
$23.05 Mil
% of Total Estimate Gain
227.20%

CapWealth Advisors, LLC's GE Vernova Inc Holding Summary

As of 2025-03-31, CapWealth Advisors, LLC held 48,465.00 shares of GE Vernova Inc(GEV), totaling $14.80 Mil. This investment constitutes 1.6% of their stock portfolio, and CapWealth Advisors, LLC now holds 0.02% of the outstanding GE Vernova Inc(GEV) stock.

The initial trade took place in 2024Q2. And since then CapWealth Advisors, LLC has made 1 purchases of GEV, at an average price of $158.47, for a total of 64,010.00 shares. In addition, there have been 3 sales at an average price of $343.64 for 15,545.00 shares. Based on historical transaction data and GEV's current price of $574.60, CapWealth Advisors, LLC's estimated gain on his GEV holdings is $23.05 Mil, reflecting a 227.20% gain to date.

CapWealth Advisors, LLC GEV ($574.60) Holding Chart

CapWealth Advisors, LLC GEV ($574.60) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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