Private Trust Company’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
$714K Buy
1,350
+397
+42% +$210K 0.07% 309
2025
Q1
$291K Sell
953
-119
-11% -$36.3K 0.03% 567
2024
Q4
$353K Sell
1,072
-194
-15% -$63.8K 0.04% 500
2024
Q3
$323K Sell
1,266
-7
-0.5% -$1.79K 0.03% 533
2024
Q2
$218K Buy
+1,273
New +$218K 0.02% 629