Melfa Wealth Management, LLC GE VERNOVA INC Transaction History

Melfa Wealth Management, LLC

  • $174 Billion
  • Q4 2025
Number of Shares
2,549
Previous 2,747 7.21%
Holding current value
$1.67 Billion
Previous $1.69 Billion 1.37%
% of portfolio
0.96%
Previous 0.99%

Shares

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

Jan 16, 2026
SELL
N/A
-198 Reduced 7.21%
2,549 $1.67 Billion
Q3 2025

Oct 27, 2025
SELL
N/A
-31 Reduced 1.12%
2,747 $1.69 Billion
Q4 2024

Jan 17, 2025
BUY
N/A
17 Added 0.62%
2,778 $914 Million
Q2 2024

Jul 15, 2024
BUY
N/A
2,761 New
2,761 $474 Million
Track This Portfolio

Track Melfa Wealth Management, LLC Portfolio

Follow Melfa Wealth Management, LLC 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 Melfa Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Melfa Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email