Polymer Capital Management (HK)’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	$7.49M	Buy	14,155 +7,812	+123%	+$4.13M	1.13%	26
2025 Q1	$1.94M	Sell	6,343 -16,159	-72%	-$4.93M	0.33%	64
2024 Q4	$7.4M	Sell	22,502 -55,633	-71%	-$18.3M	1.28%	21
2024 Q3	$19.9M	Buy	78,135 +16,499	+27%	+$4.21M	4.61%	4
2024 Q2	$10.6M	Buy	+61,636	New	+$10.6M	2.14%	15