Night Owl Capital Management’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	$46.7M	Sell	88,243 -33,938	-28%	-$18M	5.4%	5
2025 Q1	$37.3M	Buy	122,181 +4,970	+4%	+$1.52M	4.66%	8
2024 Q4	$38.6M	Buy	117,211 +38,581	+49%	+$12.7M	4.98%	7
2024 Q3	$20M	Buy	78,630 +2,487	+3%	+$634K	2.74%	20
2024 Q2	$13.1M	Buy	+76,143	New	+$13.1M	1.95%	20