Phillips Wealth Planners LLC GEV Holdings History
Phillips Wealth Planners LLC's GE Vernova Inc Holding Summary
As of 2025-06-30, Phillips Wealth Planners LLC held 607.00 shares of GE Vernova Inc(GEV), totaling $321,710.00. This investment constitutes 0.29% of their stock portfolio, and Phillips Wealth Planners LLC now holds 0% of the outstanding GE Vernova Inc(GEV) stock.
The initial trade took place in 2025Q2. And since then Phillips Wealth Planners LLC has made 1 purchases of GEV, at an average price of $414.61, for a total of 607.00 shares. Based on historical transaction data and GEV's current price of $629.03, Phillips Wealth Planners LLC's estimated gain on his GEV holdings is $130,152.94, reflecting a 51.72% gain to date.
Phillips Wealth Planners LLC GEV ($629.03) Holding Chart
Phillips Wealth Planners LLC GEV ($629.03) 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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