Exencial Wealth Advisors’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
$403K Sell
761
-26
-3% -$13.8K 0.01% 399
2025
Q1
$240K Sell
787
-33
-4% -$10.1K 0.01% 461
2024
Q4
$270K Buy
+820
New +$270K 0.01% 432