Wescott Financial Advisory Group’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	$512K	Sell	968 -45	-4%	-$23.8K	0.05%	115
2025 Q1	$309K	Buy	1,013 +8	+0.8%	+$2.44K	0.03%	139
2024 Q4	$331K	Buy	1,005 +47	+5%	+$15.5K	0.03%	133
2024 Q3	$244K	Buy	+958	New	+$244K	0.03%	156