Sargent Investment Group’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
$2.5M Sell
3,762
-39
-1% -$25.9K 0.34% 57
2025
Q1
$1.16M Sell
3,801
-142
-4% -$43.3K 0.19% 85
2024
Q4
$1.45M Buy
3,943
+298
+8% +$109K 0.24% 78
2024
Q3
$929K Sell
3,645
-217
-6% -$55.3K 0.17% 91
2024
Q2
$662K Buy
+3,862
New +$662K 0.14% 101