Rheos Capital Works’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	$12.2M	Buy	+23,000	New	+$12.2M	0.7%	42
2024 Q3	–	Sell	-51,850	Closed	-$8.89M	–	117
2024 Q2	$8.89M	Buy	+51,850	New	+$8.89M	0.47%	65