Bornite Capital Management’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 | $1.11M | Sell |
2,100
-1,100
| -34% | -$582K | 0.11% | 35 |
|
|
2025
Q1 | $977K | Sell |
3,200
-103,200
| -97% | -$31.5M | 0.25% | 23 |
|
|
2024
Q4 | $35M | Sell |
106,400
-2,100
| -2% | -$691K | 4.71% | 6 |
|
|
2024
Q3 | $27.7M | Buy |
108,500
+29,950
| +38% | +$7.64M | 4.89% | 4 |
|
|
2024
Q2 | $13.5M | Buy |
+78,550
| New | +$13.5M | 2.22% | 12 |
|