Thames Capital Management’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	$28.8M	Hold	54,439	–	–	6.53%	1
2025 Q1	$16.6M	Sell	54,439 -11,770	-18%	-$3.59M	6.38%	2
2024 Q4	$21.8M	Hold	66,209	–	–	5.9%	1
2024 Q3	$16.9M	Buy	66,209 +6,000	+10%	+$1.53M	5.26%	4
2024 Q2	$10.3M	Buy	+60,209	New	+$10.3M	4.04%	13