VARA
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Value Aligned Research Advisors’s GE Vernova GEV Stock Holding History

Value Aligned Research Advisors’s Portfolio GEV Stock Details GEV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$204M Sell
384,669
-109,955
-22% -$58.2M 4.3% 5
2025
Q1 		$151M Buy
494,624
+394,940
+396% +$121M 11% 2
2024
Q4 		$32.8M Buy
+99,684
New +$32.8M 8.96% 3