United Capital 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	$4.5M	Buy	8,500 +324	+4%	+$171K	0.04%	296
2025 Q1	$2.5M	Buy	8,176 +55	+0.7%	+$16.8K	0.02%	380
2024 Q4	$2.67M	Sell	8,121 -1,853	-19%	-$610K	0.02%	364
2024 Q3	$2.54M	Buy	9,974 +242	+2%	+$61.7K	0.02%	366
2024 Q2	$1.67M	Buy	+9,732	New	+$1.67M	0.01%	438