Cyndeo Wealth Partners’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	$417K	Sell	787 -21	-3%	-$11.1K	0.02%	326
2025 Q1	$247K	Sell	808 -8	-1%	-$2.44K	0.02%	406
2024 Q4	$268K	Sell	816 -19	-2%	-$6.25K	0.02%	381
2024 Q3	$213K	Buy	+835	New	+$213K	0.01%	426