Freestone Capital Holdings’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	$1.56M	Buy	2,943 +72	+3%	+$38.1K	0.05%	186
2025 Q1	$876K	Sell	2,871 -192	-6%	-$58.6K	0.03%	219
2024 Q4	$1.01M	Buy	3,063 +255	+9%	+$83.9K	0.03%	210
2024 Q3	$716K	Buy	2,808 +436	+18%	+$111K	0.02%	251
2024 Q2	$407K	Buy	+2,372	New	+$407K	0.01%	328