Principle 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	$1.13M	Buy	2,139 +134	+7%	+$70.9K	0.07%	149
2025 Q1	$612K	Sell	2,005 -2,997	-60%	-$915K	0.04%	203
2024 Q4	$1.65M	Hold	5,002	–	–	0.12%	130
2024 Q3	$1.28M	Hold	5,002	–	–	0.09%	139
2024 Q2	$858K	Buy	+5,002	New	+$858K	0.07%	167