Candelo 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	–	Sell	-11,727	Closed	-$3.58M	–	39
2025 Q1	$3.58M	Sell	11,727 -2,125	-15%	-$649K	3.08%	18
2024 Q4	$4.56M	Sell	13,852 -4,800	-26%	-$1.58M	2.3%	24
2024 Q3	$4.76M	Sell	18,652 -6,448	-26%	-$1.64M	2.66%	19
2024 Q2	$4.3M	Buy	+25,100	New	+$4.3M	2.9%	18