Kovitz Investment Group Partners’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	$4.2M	Buy	7,942 +772	+11%	+$409K	0.02%	474
2025 Q1	$2.19M	Buy	7,170 +571	+9%	+$174K	0.01%	563
2024 Q4	$2.17M	Buy	6,599 +449	+7%	+$148K	0.01%	556
2024 Q3	$299K	Buy	+6,150	New	+$299K	﹤0.01%	870