HBK Sorce Advisory’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
$2.43M Buy
4,586
+256
+6% +$135K 0.07% 122
2025
Q1
$1.32M Buy
4,330
+546
+14% +$167K 0.04% 180
2024
Q4
$1.24M Buy
3,784
+71
+2% +$23.4K 0.04% 190
2024
Q3
$947K Sell
3,713
-143
-4% -$36.5K 0.03% 225
2024
Q2
$661K Buy
+3,856
New +$661K 0.02% 280