LifePlan Investment Advisors’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	$439K	Sell	829 -1	-0.1%	-$529	0.22%	74
2025 Q1	$253K	Sell	830 -1	-0.1%	-$305	0.15%	87
2024 Q4	$273K	Hold	831	–	–	0.17%	79
2024 Q3	$212K	Buy	+831	New	+$212K	0.14%	88