Optimum 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	$1.71M	Buy	3,227 +53	+2%	+$28K	0.74%	25
2025 Q1	$969K	Buy	3,174 +1,827	+136%	+$558K	0.46%	46
2024 Q4	$443K	Buy	1,347 +160	+13%	+$52.6K	0.2%	106
2024 Q3	$303K	Hold	1,187	–	–	0.13%	153
2024 Q2	$204K	Buy	+1,187	New	+$204K	0.09%	183