Kestra Private Wealth Services’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	$4.46M	Buy	8,422 +907	+12%	+$480K	0.06%	295
2025 Q1	$2.29M	Buy	7,515 +1,867	+33%	+$570K	0.04%	427
2024 Q4	$1.86M	Sell	5,648 -1,118	-17%	-$368K	0.03%	450
2024 Q3	$1.73M	Sell	6,766 -745	-10%	-$190K	0.03%	464
2024 Q2	$1.29M	Buy	+7,511	New	+$1.29M	0.03%	498