WealthPlan 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	$520K	Buy	983 +140	+17%	+$74.1K	0.04%	235
2025 Q1	$257K	Sell	843 -7	-0.8%	-$2.14K	0.03%	235
2024 Q4	$280K	Buy	850 +6	+0.7%	+$1.97K	0.03%	226
2024 Q3	$215K	Buy	+844	New	+$215K	0.02%	236