Cary Street Partners 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	$141K	Buy	267 +52	+24%	+$27.5K	0.07%	289
2025 Q1	$65.6K	Buy	215 +52	+32%	+$15.9K	0.04%	342
2024 Q4	$53.6K	Sell	163 -2,197	-93%	-$723K	0.04%	314
2024 Q3	$602K	Buy	2,360 +390	+20%	+$99.4K	0.02%	460
2024 Q2	$338K	Buy	+1,970	New	+$338K	0.01%	558