Moss Adams Wealth Advisors LLC GE VERNOVA INC Transaction History

Moss Adams Wealth Advisors LLC

  • $1.38 Trillion
  • Q4 2025
Number of Shares
975
Previous 936 4.17%
Holding current value
$637 Million
Previous $576 Million 10.72%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Jan 26, 2026
BUY
N/A
39 Added 4.17%
975 $637 Million
Q3 2025

Oct 21, 2025
BUY
N/A
34 Added 3.77%
936 $576 Million
Q2 2025

Jul 17, 2025
BUY
N/A
229 Added 34.03%
902 $477 Million
Q1 2025

Apr 14, 2025
BUY
N/A
673 New
673 $205 Million
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