Centric Wealth Management’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$314K Buy
1,142
+134
+13% +$36.9K 0.08% 149
2025
Q1
$202K Buy
+1,008
New +$202K 0.05% 168
2022
Q1
Sell
-3,823
Closed -$225K 159
2021
Q4
$225K Sell
3,823
-259
-6% -$15.2K 0.07% 140
2021
Q3
$262K Sell
4,082
-22,172
-84% -$1.42M 0.1% 130
2021
Q2
$1.76M Sell
26,254
-92,737
-78% -$6.22M 0.61% 37
2021
Q1
$7.79M Buy
118,991
+4,497
+4% +$294K 2.22% 4
2020
Q4
$6.16M Buy
114,494
+109,025
+1,994% +$5.87M 1.92% 5
2020
Q3
$232K Buy
5,469
+885
+19% +$37.5K 0.17% 95
2020
Q2
$156K Sell
4,584
-885
-16% -$30.1K 0.08% 135
2020
Q1
$232K Buy
+5,469
New +$232K 0.17% 95
2019
Q4
Sell
-5,469
Closed -$232K 111
2019
Q3
$232K Sell
5,469
-339
-6% -$14.4K 0.17% 95
2019
Q2
$304K Sell
5,808
-589
-9% -$30.8K 0.27% 80
2019
Q1
$319K Buy
+6,397
New +$319K 0.3% 68