Appleton Partners’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	$25.4M	Sell	47,967 -1,206	-2%	-$638K	1.8%	10
2025 Q1	$15M	Sell	49,173 -2,530	-5%	-$772K	1.16%	22
2024 Q4	$17M	Sell	51,703 -1,834	-3%	-$603K	1.26%	16
2024 Q3	$13.7M	Buy	+53,537	New	+$13.7M	1%	30