Perfromance Wealth Partners’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	$39.9M	Sell	75,464 -217	-0.3%	-$115K	1.28%	15
2025 Q1	$23.1M	Buy	75,681 +21,800	+40%	+$6.66M	0.83%	17
2024 Q4	$17.7M	Buy	53,881 +11,529	+27%	+$3.79M	0.57%	18
2024 Q3	$10.8M	Buy	+42,352	New	+$10.8M	0.37%	22