Cape Investment Advisory, Inc. GE VERNOVA INC Transaction History

Cape Investment Advisory, Inc.

  • $102 Billion
  • Q3 2025
Number of Shares
21
Previous 610 96.56%
Holding current value
$12.9 Million
Previous $323 Million 96.0%
% of portfolio
0.01%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Dec 29, 2025
SELL
N/A
-589 Reduced 96.56%
21 $12.9 Million
Q2 2025

Aug 19, 2025
SELL
N/A
-61 Reduced 9.09%
610 $323 Million
Q1 2025

May 16, 2025
BUY
N/A
376 Added 127.46%
671 $205 Million
Q4 2024

Feb 05, 2025
BUY
N/A
12 Added 4.24%
295 $97 Million
Q3 2024

Nov 14, 2024
BUY
N/A
20 Added 7.6%
283 $72.2 Million
Q2 2024

Aug 14, 2024
BUY
N/A
263 New
263 $45.1 Million
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