Capital Performance Advisors’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	$514K	Buy	971 +85	+10%	+$45K	0.1%	105
2025 Q1	$270K	Buy	+886	New	+$270K	0.06%	175
2024 Q4	–	Sell	-345	Closed	-$88K	–	2796
2024 Q3	$88K	Buy	+345	New	+$88K	0.03%	225