HB Wealth 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
Q2
$5.74M Sell
10,843
-627
-5% -$332K 0.05% 202
2025
Q1
$3.5M Buy
11,470
+5,521
+93% +$1.69M 0.03% 277
2024
Q4
$1.96M Buy
5,949
+546
+10% +$180K 0.02% 285
2024
Q3
$1.38M Buy
5,403
+760
+16% +$194K 0.01% 332
2024
Q2
$796K Buy
+4,643
New +$796K 0.01% 413