PCM
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Palestra Capital Management’s GE Vernova GEV Stock Holding History

Palestra Capital Management’s Portfolio GEV Stock Details GEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-125,934
Closed -$41.4M – 37
2024
Q4 		$41.4M Hold
125,934
– – 1.14% 27
2024
Q3 		$32.1M Hold
125,934
– – 1.06% 29
2024
Q2 		$21.6M Buy
+125,934
New +$21.6M 0.85% 28