Moneta Group 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	$3.41M	Buy	6,437 +1,717	+36%	+$909K	0.04%	167
2025 Q1	$1.44M	Sell	4,720 -831	-15%	-$254K	0.02%	245
2024 Q4	$1.83M	Buy	5,551 +665	+14%	+$219K	0.03%	220
2024 Q3	$1.25M	Buy	4,886 +394	+9%	+$100K	0.02%	256
2024 Q2	$770K	Buy	+4,492	New	+$770K	0.01%	307