Stonegate 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	$5.02M	Buy	9,484 +3,944	+71%	+$2.09M	0.13%	75
2025 Q1	$1.69M	Sell	5,540 -50	-0.9%	-$15.3K	0.05%	125
2024 Q4	$1.84M	Sell	5,590 -360	-6%	-$118K	0.05%	121
2024 Q3	$1.52M	Sell	5,950 -387	-6%	-$98.7K	0.04%	141
2024 Q2	$1.09M	Buy	+6,337	New	+$1.09M	0.03%	161