Marietta Investment 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	$5.57M	Sell	10,528 -113	-1%	-$59.8K	1.22%	27
2025 Q1	$3.25M	Sell	10,641 -2,565	-19%	-$783K	0.78%	38
2024 Q4	$4.34M	Buy	+13,206	New	+$4.34M	0.96%	32