MIM
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Merewether Investment Management’s GE Vernova GEV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$64.7M Sell
122,356
-81,586
-40% -$43.2M 1.86% 22
2025
Q1
$62.3M Sell
203,942
-48,327
-19% -$14.8M 2.26% 17
2024
Q4
$83M Sell
252,269
-367,747
-59% -$121M 3.31% 8
2024
Q3
$158M Sell
620,016
-123,400
-17% -$31.5M 7.29% 2
2024
Q2
$128M Buy
743,416
+575,458
+343% +$98.7M 6.73% 2
2024
Q1
$23M Buy
+167,958
New +$23M 1.22% 28