Charter Research & Investment Group’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
$389K Sell
1,510
-62
-4% -$16K 0.29% 65
2025
Q1
$315K Hold
1,572
0.24% 66
2024
Q4
$262K Hold
1,572
0.2% 70
2024
Q3
$296K Hold
1,572
0.22% 70
2024
Q2
$250K Sell
1,572
-398
-20% -$63.3K 0.2% 72
2024
Q1
$276K Sell
1,970
-77
-4% -$10.8K 0.22% 71
2023
Q4
$209K Buy
+2,047
New +$209K 0.17% 82
2022
Q2
Sell
-4,608
Closed -$263K 81
2022
Q1
$263K Sell
4,608
-819
-15% -$46.7K 0.21% 72
2021
Q4
$319K Sell
5,427
-269
-5% -$15.8K 0.25% 66
2021
Q3
$366K Buy
5,696
+693
+14% +$44.5K 0.3% 63
2021
Q2
$336K Hold
5,003
0.28% 66
2021
Q1
$327K Hold
5,003
0.29% 68
2020
Q4
$269K Buy
5,003
+527
+12% +$28.3K 0.26% 71
2020
Q3
$139K Sell
4,476
-743
-14% -$23.1K 0.15% 75
2020
Q2
$178K Sell
5,219
-175
-3% -$5.97K 0.21% 74
2020
Q1
$213K Hold
5,394
0.28% 70
2019
Q4
$300K Sell
5,394
-8,347
-61% -$464K 0.31% 68
2019
Q3
$612K Buy
13,741
+121
+0.9% +$5.39K 0.66% 46
2019
Q2
$713K Sell
13,620
-1,154
-8% -$60.4K 0.79% 41
2019
Q1
$736K Sell
14,774
-733
-5% -$36.5K 0.81% 39
2018
Q4
$563K Sell
15,507
-3,523
-19% -$128K 0.71% 41
2018
Q3
$1.03M Sell
19,030
-1,878
-9% -$102K 1.12% 34
2018
Q2
$1.36M Sell
20,908
-549
-3% -$35.8K 1.56% 28
2018
Q1
$1.39M Sell
21,457
-741
-3% -$47.9K 1.65% 26
2017
Q4
$1.86M Buy
+22,198
New +$1.86M 2.08% 16
2016
Q3
$4.1M Sell
28,859
-34
-0.1% -$4.83K 4.81% 1
2016
Q2
$4.36M Sell
28,893
-928
-3% -$140K 4.98% 1
2016
Q1
$4.54M Sell
29,821
-624
-2% -$95.1K 5.21% 1
2015
Q4
$4.55M Sell
30,445
-29
-0.1% -$4.33K 5.28% 1
2015
Q3
$3.68M Sell
30,474
-332
-1% -$40.1K 4.86% 1
2015
Q2
$3.92M Sell
30,806
-196
-0.6% -$25K 4.36% 3
2015
Q1
$3.69M Sell
31,002
-145
-0.5% -$17.2K 4.08% 4
2014
Q4
$3.77M Buy
+31,147
New +$3.77M 4.13% 1