Cape Investment Advisory’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
$323K Sell
610
-61
-9% -$32.3K 0.12% 134
2025
Q1
$205K Buy
671
+376
+127% +$115K 0.08% 175
2024
Q4
$97K Buy
295
+12
+4% +$3.95K 0.04% 245
2024
Q3
$72.2K Buy
283
+20
+8% +$5.1K 0.03% 277
2024
Q2
$45.1K Buy
+263
New +$45.1K 0.02% 309