Clearstead Trust’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	$125K	Sell	237 -2	-0.8%	-$1.06K	0.02%	220
2025 Q1	$72.8K	Buy	239 +39	+20%	+$11.9K	0.02%	243
2024 Q4	$65.8K	Hold	200	–	–	0.01%	237
2024 Q3	$51K	Hold	200	–	–	0.01%	242
2024 Q2	$34.3K	Buy	+200	New	+$34.3K	0.01%	267