Monte Financial Group’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
$496K Buy
938
+9
+1% +$4.76K 0.19% 76
2025
Q1
$301K Buy
929
+3
+0.3% +$971 0.13% 76
2024
Q4
$305K Hold
926
0.13% 76
2024
Q3
$236K Buy
+926
New +$236K 0.1% 78