SCM
Sirios Capital Management’s GE Vernova GEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.3M | Sell |
180,183
-22,474
| -11% | -$11.9M | 13.82% | 1 |
|
|
2025
Q1 | $61.9M | Buy |
202,657
+15,617
| +8% | +$4.77M | 11.04% | 1 |
|
|
2024
Q4 | $61.5M | Sell |
187,040
-29,981
| -14% | -$9.86M | 11.04% | 1 |
|
|
2024
Q3 | $55.3M | Buy |
217,021
+47,505
| +28% | +$12.1M | 9.79% | 1 |
|
|
2024
Q2 | $29.1M | Buy |
+169,516
| New | +$29.1M | 5.06% | 3 |
|