LRI Investments’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
$818K Buy
1,546
+957
+162% +$506K 0.07% 127
2025
Q1
$180K Sell
589
-54
-8% -$16.5K 0.02% 285
2024
Q4
$212K Sell
643
-189
-23% -$62.2K 0.02% 256
2024
Q3
$271K Buy
832
+331
+66% +$108K 0.03% 223
2024
Q2
$85.9K Buy
+501
New +$85.9K 0.01% 408