Corient Private Wealth’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
$30.1M Buy
56,786
+3,679
+7% +$1.95M 0.03% 357
2025
Q1
$16.2M Sell
53,107
-3,215
-6% -$981K 0.03% 420
2024
Q4
$18.5M Sell
56,322
-300
-0.5% -$98.7K 0.03% 407
2024
Q3
$14.4M Buy
56,622
+4,737
+9% +$1.21M 0.02% 462
2024
Q2
$8.9M Buy
+51,885
New +$8.9M 0.02% 560