OneDigital 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	$2.46M	Sell	4,657 -287	-6%	-$152K	0.03%	379
2025 Q1	$1.51M	Sell	4,944 -73	-1%	-$22.3K	0.02%	480
2024 Q4	$1.65M	Sell	5,017 -2,601	-34%	-$856K	0.02%	471
2024 Q3	$1.94M	Buy	7,618 +94	+1%	+$24K	0.02%	443
2024 Q2	$1.29M	Buy	+7,524	New	+$1.29M	0.02%	535