Number of Shares
0
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$297,296.11
% of Total Estimate Gain
66.34%

Moderate Allocation Fund's GE Vernova Inc Holding Summary

As of 2026-06-30, Moderate Allocation Fund held 0 shares of GE Vernova Inc(GEV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Moderate Allocation Fund now holds 0% of the outstanding GE Vernova Inc(GEV) stock.

The initial trade took place in 2025Q4. And since then Moderate Allocation Fund has made 2 purchases of GEV, at an average price of $612.18, for a total of 732.00 shares. In addition, there have been 1 sales at an average price of $1,018.32 for 732.00 shares. Based on historical transaction data and GEV's current price of $956.85, Moderate Allocation Fund's estimated gain on his GEV holdings is $297,296.11, reflecting a 66.34% gain to date.

Moderate Allocation Fund GEV ($956.85) Holding Chart

Moderate Allocation Fund GEV ($956.85) 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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