Allegheny Financial Group’s GE Vernova GEV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$621K	Buy	1,173 +77	+7%	+$40.8K	0.14%	123
2025 Q1	$335K	Sell	1,096 -3	-0.3%	-$916	0.09%	169
2024 Q4	$362K	Sell	1,099 -37	-3%	-$12.2K	0.09%	162
2024 Q3	$290K	Buy	+1,136	New	+$290K	0.07%	193