Cromwell Sustainable Balanced Fund GEV Holdings History
Number of Shares
500.00
Current Holdings Value*
$152,640.00
% of Portfolio
2.18%
Total Estimate Gain
$134,621.25
% of Total Estimate Gain
77.21%
Cromwell Sustainable Balanced Fund's GE Vernova Inc Holding Summary
As of 2025-03-31, Cromwell Sustainable Balanced Fund held 500.00 shares of GE Vernova Inc(GEV), totaling $152,640.00. This investment constitutes 2.18% of their stock portfolio, and Cromwell Sustainable Balanced Fund now holds 0% of the outstanding GE Vernova Inc(GEV) stock.
The initial trade took place in 2025Q1. And since then Cromwell Sustainable Balanced Fund has made 1 purchases of GEV, at an average price of $348.71, for a total of 500.00 shares. Based on historical transaction data and GEV's current price of $617.95, Cromwell Sustainable Balanced Fund's estimated gain on his GEV holdings is $134,621.25, reflecting a 77.21% gain to date.
Cromwell Sustainable Balanced Fund GEV ($617.95) Holding Chart
Cromwell Sustainable Balanced Fund GEV ($617.95) 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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