Integrated Wealth Concepts’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	$6.78M	Buy	12,814 +2,950	+30%	+$1.56M	0.07%	271
2025 Q1	$3.01M	Buy	9,864 +299	+3%	+$91.3K	0.04%	467
2024 Q4	$3.15M	Sell	9,565 -486	-5%	-$160K	0.04%	419
2024 Q3	$2.56M	Buy	10,051 +198	+2%	+$50.5K	0.03%	476
2024 Q2	$1.69M	Buy	+9,853	New	+$1.69M	0.02%	567