AllSquare Wealth Management’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $945K | Hold |
3,141
| – | – | 0.5% | 34 |
|
|
2025
Q2 | $808K | Buy |
3,141
+21
| +0.7% | +$4.61K | 0.45% | 38 |
|
|
2025
Q1 | $624K | Hold |
3,120
| – | – | 0.37% | 43 |
|
|
2024
Q4 | $520K | Sell |
3,120
-3
| -0.1% | -$535 | 0.3% | 51 |
|
|
2024
Q3 | $589K | Hold |
3,123
| – | – | 0.33% | 48 |
|
|
2024
Q2 | $496K | Sell |
3,123
-811
| -21% | -$129K | 0.3% | 49 |
|
|
2024
Q1 | $551K | Hold |
3,934
| – | – | 0.32% | 49 |
|
|
2023
Q4 | $401K | Hold |
3,934
| – | – | 0.25% | 59 |
|
|
2023
Q3 | $347K | Hold |
3,934
| – | – | 0.23% | 64 |
|
|
2023
Q2 | $322K | Buy |
3,934
+56
| +1% | +$4.54K | 0.21% | 66 |
|
|
2023
Q1 | $296K | Sell |
3,878
-1,090
| -22% | -$72.9K | 0.19% | 74 |
|
|
2022
Q4 | $259K | Sell |
4,968
-50
| -1% | -$2.46K | 0.18% | 77 |
|
|
2022
Q3 | $194K | Sell |
5,018
-4
| -0.1% | -$176 | 0.14% | 83 |
|
|
2022
Q2 | $199K | Hold |
5,022
| – | – | 0.14% | 90 |
|
|
2022
Q1 | $286K | Hold |
5,022
| – | – | 0.17% | 80 |
|
|
2021
Q4 | $296K | Sell |
5,022
-721
| -13% | -$45.3K | 0.17% | 74 |
|
|
2021
Q3 | $369K | Buy |
5,743
+382
| +7% | +$24.6K | 0.22% | 56 |
|
|
2021
Q2 | $360K | Buy |
5,361
+231
| +5% | +$15.4K | 0.21% | 64 |
|
|
2021
Q1 | $336K | Hold |
5,130
| – | – | 0.21% | 64 |
|
|
2020
Q4 | $276K | Hold |
5,130
| – | – | 0.18% | 66 |
|
|
2020
Q3 | $159K | Sell |
5,130
-30
| -0.6% | -$975 | 0.12% | 93 |
|
|
2020
Q2 | $176K | Hold |
5,160
| – | – | 0.13% | 84 |
|
|
2020
Q1 | $204K | Sell |
5,160
-151
| -3% | -$8.05K | 0.18% | 67 |
|
|
2019
Q4 | $295K | Sell |
5,311
-58
| -1% | -$3K | 0.21% | 67 |
|
|
2019
Q3 | $239K | Sell |
5,369
-4
| -0.1% | -$188 | 0.18% | 75 |
|
|
2019
Q2 | $281K | Hold |
5,373
| – | – | 0.21% | 64 |
|
|
2019
Q1 | $268K | Sell |
5,373
-215
| -4% | -$10.1K | 0.2% | 65 |
|
|
2018
Q4 | $203K | Sell |
5,588
-2,360
| -30% | -$107K | 0.17% | 73 |
|
|
2018
Q3 | $430K | Sell |
7,948
-9,714
| -55% | -$599K | 0.32% | 47 |
|
|
2018
Q2 | $1.15M | Buy |
17,662
+101
| +0.6% | +$6.74K | 0.87% | 12 |
|
|
2018
Q1 | $1.13M | Sell |
17,561
-1,248
| -7% | -$92.5K | 0.9% | 12 |
|
|
2017
Q4 | $1.57M | Sell |
18,809
-1,061
| -5% | -$101K | 1.24% | 11 |
|
|
2017
Q3 | $2.3M | Buy |
+19,870
| New | +$2.4M | 1.89% | 9 |
|
|
2017
Q2 | – | Sell |
-12,101
| Closed | -$1.73M | – | 247 |
|
|
2017
Q1 | $1.73M | Sell |
12,101
-140
| -1% | -$20.3K | 1.51% | 10 |
|
|
2016
Q4 | $1.85M | Buy |
12,241
+1,251
| +11% | +$182K | 1.7% | 10 |
|
|
2016
Q3 | $1.56M | Buy |
10,990
+157
| +1% | +$23.4K | 1.5% | 10 |
|
|
2016
Q2 | $1.63M | Sell |
10,833
-605
| -5% | -$88.3K | 1.63% | 10 |
|
|
2016
Q1 | $1.74M | Sell |
11,438
-405
| -3% | -$57.2K | 1.73% | 11 |
|
|
2015
Q4 | $1.77M | Sell |
11,843
-767
| -6% | -$109K | 1.78% | 10 |
|
|
2015
Q3 | $1.52M | Buy |
12,610
+60
| +0.5% | +$7.35K | 1.56% | 10 |
|
|
2015
Q2 | $1.6M | Sell |
12,550
-1,457
| -10% | -$189K | 1.49% | 10 |
|
|
2015
Q1 | $1.67M | Sell |
14,007
-66
| -0.5% | -$7.86K | 1.59% | 11 |
|
|
2014
Q4 | $1.7M | Buy |
+14,073
| New | +$1.73M | 1.66% | 11 |
|
Other funds holding GE
AllSquare Wealth Management's GE Position: Q3 2025 in Review
AllSquare Wealth Management held its GE Aerospace (GE) position steady in Q3 2025 at 3,141 shares worth $945K. The position accounts for 0.5% of the portfolio, ranked #34.
AllSquare Wealth Management first reported a position in GE in Q4 2014 and has held it in 43 quarters since. The position peaked at $2.3M in Q3 2017. 2,949 funds tracked by Wall St. Rank hold GE as of Q3 2025.
- AllSquare Wealth Management held 3,141 shares of GE Aerospace worth $945K as of Q3 2025.
- AllSquare Wealth Management left its GE Aerospace share count unchanged in Q3 2025.
- GE Aerospace made up 0.5% of AllSquare Wealth Management's portfolio in Q3 2025, its #34 holding.
- AllSquare Wealth Management first reported a position in GE Aerospace in Q4 2014 and has held it in 43 quarters since.
- AllSquare Wealth Management's GE Aerospace position peaked at $2.3M in Q3 2017.
- 2,949 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.