Williams Jones 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	$6.65M	Buy	12,566 +882	+8%	+$467K	0.08%	118
2025 Q1	$3.57M	Buy	11,684 +4	+0%	+$1.22K	0.05%	150
2024 Q4	$3.84M	Sell	11,680 -31	-0.3%	-$10.2K	0.05%	150
2024 Q3	$2.99M	Buy	11,711 +761	+7%	+$194K	0.04%	168
2024 Q2	$1.88M	Buy	+10,950	New	+$1.88M	0.02%	200