Equitable Trust’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
$1.27M Hold
2,394
0.06% 197
2025
Q1
$731K Sell
2,394
-121
-5% -$36.9K 0.04% 257
2024
Q4
$827K Sell
2,515
-144
-5% -$47.4K 0.05% 249
2024
Q3
$678K Sell
2,659
-1,115
-30% -$284K 0.04% 257
2024
Q2
$647K Buy
+3,774
New +$647K 0.04% 251