Burt Wealth Advisors’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 | $1.41M | Sell |
4,676
-195
| -4% | -$53.3K | 0.35% | 36 |
|
|
2025
Q2 | $1.25M | Buy |
4,871
+5
| +0.1% | +$1.1K | 0.29% | 38 |
|
|
2025
Q1 | $974K | Sell |
4,866
-1
| -0% | -$197 | 0.24% | 40 |
|
|
2024
Q4 | $812K | Buy |
4,867
+29
| +0.6% | +$5.17K | 0.21% | 45 |
|
|
2024
Q3 | $912K | Buy |
4,838
+5
| +0.1% | +$847 | 0.22% | 41 |
|
|
2024
Q2 | $768K | Sell |
4,833
-1,243
| -20% | -$198K | 0.2% | 49 |
|
|
2024
Q1 | $851K | Sell |
6,076
-128
| -2% | -$15.1K | 0.22% | 42 |
|
|
2023
Q4 | $632K | Sell |
6,204
-624
| -9% | -$57.8K | 0.18% | 50 |
|
|
2023
Q3 | $602K | Buy |
6,828
+4
| +0.1% | +$360 | 0.19% | 49 |
|
|
2023
Q2 | $598K | Sell |
6,824
-74
| -1% | -$5.99K | 0.18% | 50 |
|
|
2023
Q1 | $526K | Sell |
6,898
-1,847
| -21% | -$124K | 0.16% | 52 |
|
|
2022
Q4 | $457K | Sell |
8,745
-14
| -0.2% | -$688 | 0.15% | 58 |
|
|
2022
Q3 | $338K | Buy |
8,759
+464
| +6% | +$20.4K | 0.14% | 60 |
|
|
2022
Q2 | $329K | Buy |
8,295
+5
| +0.1% | +$242 | 0.11% | 68 |
|
|
2022
Q1 | $473K | Buy |
8,290
+5
| +0.1% | +$298 | 0.14% | 52 |
|
|
2021
Q4 | $488K | Buy |
8,285
+4
| +0% | +$251 | 0.16% | 48 |
|
|
2021
Q3 | $532K | Buy |
8,281
+8
| +0.1% | +$514 | 0.17% | 48 |
|
|
2021
Q2 | $555K | Buy |
8,273
+24
| +0.3% | +$1.6K | 0.2% | 43 |
|
|
2021
Q1 | $540K | Sell |
8,249
-236
| -3% | -$14.3K | 0.2% | 46 |
|
|
2020
Q4 | $457K | Sell |
8,485
-67
| -0.8% | -$3K | 0.16% | 47 |
|
|
2020
Q3 | $266K | Sell |
8,552
-406
| -5% | -$13.2K | 0.1% | 66 |
|
|
2020
Q2 | $305K | Buy |
8,958
+217
| +2% | +$7.32K | 0.12% | 60 |
|
|
2020
Q1 | $346K | Buy |
8,741
+703
| +9% | +$37.5K | 0.16% | 52 |
|
|
2019
Q4 | $447K | Sell |
8,038
-457
| -5% | -$23.6K | 0.17% | 45 |
|
|
2019
Q3 | $379K | Buy |
8,495
+1,028
| +14% | +$48.3K | 0.16% | 52 |
|
|
2019
Q2 | $391K | Sell |
7,467
-151
| -2% | -$7.43K | 0.17% | 48 |
|
|
2019
Q1 | $379K | Sell |
7,618
-278
| -4% | -$13.1K | 0.17% | 50 |
|
|
2018
Q4 | $286K | Buy |
7,896
+1,019
| +15% | +$46K | 0.14% | 66 |
|
|
2018
Q3 | $372K | Buy |
6,877
+541
| +9% | +$33.3K | 0.17% | 50 |
|
|
2018
Q2 | $413K | Sell |
6,336
-191
| -3% | -$12.7K | 0.2% | 43 |
|
|
2018
Q1 | $422K | Buy |
6,527
+1,151
| +21% | +$85.3K | 0.21% | 41 |
|
|
2017
Q4 | $450K | Buy |
5,376
+1,178
| +28% | +$112K | 0.28% | 38 |
|
|
2017
Q3 | $486K | Sell |
4,198
-681
| -14% | -$82.3K | 0.32% | 33 |
|
|
2017
Q2 | $631K | Buy |
4,879
+691
| +16% | +$94.7K | 0.44% | 27 |
|
|
2017
Q1 | $598K | Sell |
4,188
-407
| -9% | -$58.9K | 0.43% | 27 |
|
|
2016
Q4 | $696K | Sell |
4,595
-1,824
| -28% | -$265K | 0.62% | 23 |
|
|
2016
Q3 | $911K | Sell |
6,419
-38
| -0.6% | -$5.67K | 0.97% | 13 |
|
|
2016
Q2 | $974K | Sell |
6,457
-477
| -7% | -$69.6K | 1.08% | 10 |
|
|
2016
Q1 | $1.06M | Buy |
6,934
+267
| +4% | +$37.7K | 0.96% | 11 |
|
|
2015
Q4 | $995K | Sell |
6,667
-600
| -8% | -$85.2K | 0.8% | 21 |
|
|
2015
Q3 | $878K | Buy |
7,267
+1,172
| +19% | +$144K | 1.09% | 17 |
|
|
2015
Q2 | $776K | Sell |
6,095
-82
| -1% | -$10.6K | 0.84% | 20 |
|
|
2015
Q1 | $734K | Sell |
6,177
-454
| -7% | -$54K | 0.75% | 15 |
|
|
2014
Q4 | $813K | Buy |
+6,631
| New | +$815K | 0.86% | 16 |
|
Other funds holding GE
Burt Wealth Advisors's GE Position: Q3 2025 in Review
Burt Wealth Advisors reduced its GE Aerospace (GE) stake by 4% in Q3 2025, selling an estimated $53.3K and leaving 4,676 shares worth $1.41M. The position accounts for 0.35% of the portfolio, ranked #36.
Burt Wealth Advisors first reported a position in GE in Q4 2014 and has held it in 44 quarters since. 2,949 funds tracked by Wall St. Rank hold GE as of Q3 2025.
- Burt Wealth Advisors held 4,676 shares of GE Aerospace worth $1.41M as of Q3 2025.
- Burt Wealth Advisors sold 195 GE Aerospace shares in Q3 2025, an estimated $53.3K.
- GE Aerospace made up 0.35% of Burt Wealth Advisors's portfolio in Q3 2025, its #36 holding.
- Burt Wealth Advisors first reported a position in GE Aerospace in Q4 2014 and has held it in 44 quarters since.
- 2,949 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2025.
Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.