Egerton Capital (UK)’s GE Vernova GEV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-597,858	Closed	-$152M	–	38
2024 Q3	$152M	Sell	597,858 -186,650	-24%	-$47.6M	1.54%	20
2024 Q2	$135M	Buy	+784,508	New	+$135M	1.36%	23