Caldwell Trust’s GE Vernova GEV Stock Holding History

Caldwell Trust’s Portfolio GEV Stock Details GEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$600K	Hold	1,133
2025 Q1	$346K	Hold	1,133
2024 Q4	$373K	Hold	1,133
2024 Q3	$289K	Sell	1,133 -63
2024 Q2	$205K	Buy	+1,196