Congress 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	$4.63M	Buy	8,745 +531	+6%	+$281K	0.04%	398
2025 Q1	$2.6M	Buy	8,214 +5,606	+215%	+$1.78M	0.03%	443
2024 Q4	$858K	Buy	2,608 +642	+33%	+$211K	0.01%	542
2024 Q3	$501K	Buy	1,966 +513	+35%	+$131K	0.01%	636
2024 Q2	$249K	Buy	+1,453	New	+$249K	﹤0.01%	655