Capital Planning 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	$2.8M	Buy	5,297 +2,843	+116%	+$1.5M	0.41%	51
2025 Q1	$749K	Buy	+2,454	New	+$749K	0.12%	85