Institute for 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	$1.27M	Sell	2,394 -155	-6%	-$82K	0.14%	152
2025 Q1	$778K	Buy	2,549 +5	+0.2%	+$1.53K	0.1%	228
2024 Q4	$837K	Sell	2,544 -22	-0.9%	-$7.24K	0.1%	205
2024 Q3	$654K	Sell	2,566 -106	-4%	-$27K	0.08%	240
2024 Q2	$458K	Buy	+2,672	New	+$458K	0.06%	300