CreativeOne Wealth’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 | $9.48M | Buy |
36,826
+744
| +2% | +$191K | 0.25% | 76 |
|
2025
Q1 | $7.22M | Buy |
36,082
+9,348
| +35% | +$1.87M | 0.22% | 94 |
|
2024
Q4 | $4.46M | Buy |
26,734
+3,740
| +16% | +$624K | 0.14% | 140 |
|
2024
Q3 | $4.34M | Buy |
22,994
+3,065
| +15% | +$578K | 0.15% | 132 |
|
2024
Q2 | $3.17M | Buy |
19,929
+10,937
| +122% | +$1.74M | 0.16% | 129 |
|
2024
Q1 | $1.26M | Buy |
8,992
+4,011
| +81% | +$562K | 0.05% | 328 |
|
2023
Q4 | $507K | Buy |
4,981
+604
| +14% | +$61.5K | 0.03% | 363 |
|
2023
Q3 | $386K | Buy |
4,377
+367
| +9% | +$32.4K | 0.03% | 390 |
|
2023
Q2 | $351K | Buy |
4,010
+61
| +2% | +$5.34K | 0.02% | 601 |
|
2023
Q1 | $301K | Sell |
3,949
-2,797
| -41% | -$213K | 0.01% | 637 |
|
2022
Q4 | $352K | Buy |
6,746
+921
| +16% | +$48.1K | 0.02% | 530 |
|
2022
Q3 | $225K | Buy |
5,825
+417
| +8% | +$16.1K | 0.01% | 639 |
|
2022
Q2 | $214K | Sell |
5,408
-565
| -9% | -$22.4K | 0.01% | 659 |
|
2022
Q1 | $341K | Sell |
5,973
-3,340
| -36% | -$191K | 0.02% | 547 |
|
2021
Q4 | $548K | Buy |
9,313
+1,215
| +15% | +$71.5K | 0.03% | 431 |
|
2021
Q3 | $520K | Buy |
+8,098
| New | +$520K | 0.03% | 395 |
|
2021
Q2 | – | Sell |
-11,738
| Closed | -$768K | – | 681 |
|
2021
Q1 | $768K | Sell |
11,738
-1,015
| -8% | -$66.4K | 0.06% | 247 |
|
2020
Q4 | $687K | Buy |
12,753
+8,134
| +176% | +$438K | 0.06% | 241 |
|
2020
Q3 | $143K | Sell |
4,619
-173
| -4% | -$5.36K | 0.02% | 261 |
|
2020
Q2 | $163K | Sell |
4,792
-862
| -15% | -$29.3K | 0.03% | 237 |
|
2020
Q1 | $224K | Buy |
5,654
+1,644
| +41% | +$65.1K | 0.04% | 181 |
|
2019
Q4 | $223K | Buy |
4,010
+301
| +8% | +$16.7K | 0.04% | 198 |
|
2019
Q3 | $166K | Buy |
3,709
+213
| +6% | +$9.53K | 0.03% | 176 |
|
2019
Q2 | $183K | Buy |
3,496
+762
| +28% | +$39.9K | 0.04% | 171 |
|
2019
Q1 | $136K | Buy |
2,734
+647
| +31% | +$32.2K | 0.04% | 128 |
|
2018
Q4 | $75K | Buy |
+2,087
| New | +$75K | 0.03% | 103 |
|
2018
Q3 | – | Sell |
-2,140
| Closed | -$140K | – | 69 |
|
2018
Q2 | $140K | Buy |
+2,140
| New | +$140K | 0.06% | 55 |
|