Waypoint Wealth Counsel GE VERNOVA INC Transaction History

Waypoint Wealth Counsel

  • $273 Billion
  • Q4 2025
Number of Shares
1,029
Previous 973 5.76%
Holding current value
$673 Million
Previous $598 Million 12.41%
% of portfolio
0.25%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
N/A
56 Added 5.76%
1,029 $673 Million
Q3 2025

Oct 20, 2025
BUY
N/A
146 Added 17.65%
973 $598 Million
Q2 2025

Jul 25, 2025
BUY
N/A
827 New
827 $438 Million
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