HTG Investment 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	$515K	Hold	974	–	–	0.19%	45
2025 Q1	$297K	Sell	974 -3	-0.3%	-$916	0.12%	53
2024 Q4	$321K	Hold	977	–	–	0.15%	53
2024 Q3	$249K	Buy	+977	New	+$249K	0.12%	56