Annis Gardner Whiting Capital Advisors’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	$910K	Sell	1,719 -141	-8%	-$74.6K	0.31%	67
2025 Q1	$568K	Sell	1,860 -36	-2%	-$11K	0.24%	86
2024 Q4	$624K	Sell	1,896 -150	-7%	-$49.4K	0.17%	107
2024 Q3	$522K	Sell	2,046 -327	-14%	-$83.4K	0.15%	124
2024 Q2	$407K	Buy	+2,373	New	+$407K	0.12%	153