Lakeridge Wealth Management LLC GE VERNOVA INC Transaction History

Lakeridge Wealth Management LLC

  • $220 Billion
  • Q4 2025
Number of Shares
733
Previous 705 3.97%
Holding current value
$479 Million
Previous $434 Million 10.52%
% of portfolio
0.22%
Previous 0.19%

Shares

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

Jan 07, 2026
BUY
N/A
28 Added 3.97%
733 $479 Million
Q3 2025

Oct 17, 2025
BUY
N/A
161 Added 29.6%
705 $434 Million
Q2 2025

Aug 07, 2025
BUY
N/A
544 New
544 $288 Million
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