Kinetic Partners 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
$31.1M Sell
58,865
-103,908
-64% -$55M 1.7% 23
2025
Q1
$49.7M Sell
162,773
-3,952
-2% -$1.21M 3.56% 11
2024
Q4
$54.8M Sell
166,725
-142,100
-46% -$46.7M 3.61% 13
2024
Q3
$78.7M Sell
308,825
-54,100
-15% -$13.8M 5.47% 6
2024
Q2
$62.2M Buy
362,925
+210,425
+138% +$36.1M 4.53% 7
2024
Q1
$20.9M Buy
+152,500
New +$20.9M 1.46% 23