Waverton Investment 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	$253M	Sell	478,452 -20,500	-4%	-$10.8M	3.49%	13
2025 Q1	$152M	Sell	498,952 -116,777	-19%	-$35.6M	2.36%	19
2024 Q4	$203M	Sell	615,729 -111,975	-15%	-$36.9M	3.23%	13
2024 Q3	$185M	Buy	727,704 +66,455	+10%	+$16.9M	3.05%	16
2024 Q2	$113M	Buy	+661,249	New	+$113M	2.14%	21