Capital Advisors Inc’s GE Vernova GEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$53M Sell
2025
Q2
$64.3M Buy
2025
Q1
$36.8M Sell
2024
Q4
$55.7M Sell
2024
Q3
$54.2M Buy
2024
Q2
$35.7M Buy