Patriot Financial Group Insurance Agency’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	$1.03M	Buy	1,940 +11	+0.6%	+$5.82K	0.12%	206
2025 Q1	$589K	Buy	1,929 +232	+14%	+$70.8K	0.08%	265
2024 Q4	$558K	Hold	1,697	–	–	0.07%	269
2024 Q3	$433K	Sell	1,697 -175	-9%	-$44.6K	0.06%	313
2024 Q2	$321K	Buy	+1,872	New	+$321K	0.05%	354