Caliber Wealth Management, LLC / Ks GE VERNOVA INC Transaction History

Caliber Wealth Management, LLC / Ks

  • $929 Billion
  • Q4 2025
Number of Shares
3,465
Previous 3,208 8.01%
Holding current value
$2.26 Billion
Previous $1.97 Billion 14.78%
% of portfolio
0.24%
Previous 0.22%

Shares

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

Jan 28, 2026
BUY
N/A
257 Added 8.01%
3,465 $2.26 Billion
Q3 2025

Nov 05, 2025
SELL
N/A
-117 Reduced 3.52%
3,208 $1.97 Billion
Q2 2025

Jul 30, 2025
BUY
N/A
3,325 New
3,325 $1.76 Billion
Track This Portfolio

Track Caliber Wealth Management, LLC / Ks Portfolio

Follow Caliber Wealth Management, LLC / Ks and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caliber Wealth Management, LLC / Ks, based on Form 13F filings with the SEC.

News

Stay updated on Caliber Wealth Management, LLC / Ks with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email