Summit Place Financial Advisors’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	$5.96M	Sell	11,265 -25	-0.2%	-$13.2K	3%	6
2025 Q1	$3.45M	Buy	11,290 +113	+1%	+$34.5K	1.95%	15
2024 Q4	$3.68M	Sell	11,177 -687	-6%	-$226K	2.09%	13
2024 Q3	$3.03M	Sell	11,864 -1,797	-13%	-$458K	1.69%	26
2024 Q2	$2.34M	Buy	+13,661	New	+$2.34M	1.39%	32