Sage View Advisory Group, LLC GE VERNOVA INC Transaction History

Sage View Advisory Group, LLC

  • $2.9 Trillion
  • Q3 2025
Number of Shares
2,772
Previous 3,055 9.26%
Holding current value
$1.7 Billion
Previous $1.98 Billion 13.85%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Nov 13, 2025
SELL
N/A
-283 Reduced 9.26%
2,772 $1.7 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
1,209 Added 65.49%
3,055 $1.98 Billion
Q1 2025

May 19, 2025
SELL
N/A
-714 Reduced 27.89%
1,846 $564 Million
Q4 2024

Feb 13, 2025
BUY
N/A
683 Added 36.39%
2,560 $842 Million
Q3 2024

Nov 14, 2024
BUY
N/A
698 Added 59.2%
1,877 $479 Million
Q2 2024

Aug 14, 2024
BUY
N/A
1,179 New
1,179 $202 Million
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