Values First Advisors, Inc. GEV Holdings History
Number of Shares
3,422.00
Current Holdings Value*
$1.04 Mil
% of Portfolio
0.61%
Total Estimate Gain
$790,343.58
% of Total Estimate Gain
70.28%
Values First Advisors, Inc.'s GE Vernova Inc Holding Summary
As of 2025-03-31, Values First Advisors, Inc. held 3,422.00 shares of GE Vernova Inc(GEV), totaling $1.04 Mil. This investment constitutes 0.61% of their stock portfolio, and Values First Advisors, Inc. now holds 0% of the outstanding GE Vernova Inc(GEV) stock.
The initial trade took place in 2024Q4. And since then Values First Advisors, Inc. has made 2 purchases of GEV, at an average price of $328.65, for a total of 3,422.00 shares. Based on historical transaction data and GEV's current price of $559.61, Values First Advisors, Inc.'s estimated gain on his GEV holdings is $790,343.58, reflecting a 70.28% gain to date.
Values First Advisors, Inc. GEV ($559.61) Holding Chart
Values First Advisors, Inc. GEV ($559.61) 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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