Kanawha Capital 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	$1.23M	Buy	2,321 +15	+0.7%	+$7.94K	0.09%	106
2025 Q1	$704K	Buy	2,306 +51	+2%	+$15.6K	0.05%	136
2024 Q4	$742K	Sell	2,255 -110	-5%	-$36.2K	0.06%	130
2024 Q3	$603K	Sell	2,365 -436	-16%	-$111K	0.04%	154
2024 Q2	$480K	Buy	+2,801	New	+$480K	0.04%	166