OneAscent Financial Services’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	$757K	Buy	1,474 +166	+13%	+$85.3K	0.05%	227
2025 Q1	$409K	Sell	1,308 -383	-23%	-$120K	0.03%	364
2024 Q4	$556K	Buy	1,691 +602	+55%	+$198K	0.05%	241
2024 Q3	$278K	Buy	+1,089	New	+$278K	0.2%	136