Circle Wealth Management’s GE Vernova GEV Stock Holding History

Circle Wealth Management’s Portfolio GEV Stock Details GEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$302K	Sell
2024 Q4	$374K	Sell
2024 Q3	$542K	Sell
2024 Q2	$481K	Buy