Axiom Investors’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	$302M	Buy	570,358 +314,507	+123%	+$166M	2.48%	12
2025 Q1	$78.1M	Sell	255,851 -118,566	-32%	-$36.2M	0.75%	33
2024 Q4	$123M	Buy	+374,417	New	+$123M	0.91%	26