Discovery Capital 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 Q1	–	Sell	-70,200	Closed	-$23.1M	–	93
2024 Q4	$23.1M	Buy	+70,200	New	+$23.1M	1.57%	23