Venturi Wealth 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	$728K	Buy	1,376 +71	+5%	+$37.6K	0.04%	251
2025 Q1	$398K	Buy	1,305 +146	+13%	+$44.6K	0.02%	369
2024 Q4	$381K	Buy	1,159 +575	+98%	+$189K	0.02%	387
2024 Q3	$149K	Buy	584 +248	+74%	+$63.2K	0.01%	479
2024 Q2	$57.6K	Buy	+336	New	+$57.6K	﹤0.01%	627