Optimist Retirement 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 Q1	–	Sell	-891	Closed	-$293K	–	133
2024 Q4	$293K	Sell	891 -85	-9%	-$28K	0.14%	65
2024 Q3	$249K	Buy	+976	New	+$249K	0.11%	93