Heritage Wealth Management (Ohio)’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	$522K	Sell	986 -20	-2%	-$10.6K	0.17%	132
2025 Q1	$307K	Hold	1,006	–	–	0.1%	181
2024 Q4	$331K	Sell	1,006 -75	-7%	-$24.7K	0.11%	177
2024 Q3	$276K	Buy	+1,081	New	+$276K	0.09%	193