Cassaday & Co Wealth Management’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	$617K	Buy	1,166 +102	+10%	+$54K	0.02%	184
2025 Q1	$325K	Buy	1,064 +3	+0.3%	+$916	0.01%	243
2024 Q4	$349K	Sell	1,061 -31	-3%	-$10.2K	0.01%	235
2024 Q3	$278K	Sell	1,092 -111	-9%	-$28.3K	0.01%	256
2024 Q2	$206K	Buy	+1,203	New	+$206K	0.01%	272