Curated Wealth Partners’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
$463K Buy
1,797
+9
+0.5% +$2.32K 0.05% 100
2025
Q1
$358K Buy
+1,788
New +$358K 0.05% 114
2023
Q3
Sell
-4,488
Closed -$393K 139
2023
Q2
$393K Hold
4,488
0.08% 82
2023
Q1
$342K Sell
4,488
-1,261
-22% -$96.2K 0.08% 89
2022
Q4
$300K Buy
5,749
+117
+2% +$6.11K 0.07% 93
2022
Q3
$216K Sell
5,632
-13
-0.2% -$499 0.06% 116
2022
Q2
$224K Sell
5,645
-162
-3% -$6.43K 0.07% 115
2022
Q1
$343K Hold
5,807
0.12% 96
2021
Q4
$343K Sell
5,807
-2
-0% -$118 0.11% 99
2021
Q3
$373K Sell
5,809
-5
-0.1% -$321 0.21% 94
2021
Q2
$390K Hold
5,814
0.21% 91
2021
Q1
$380K Buy
5,814
+177
+3% +$11.6K 0.23% 89
2020
Q4
$304K Buy
+5,637
New +$304K 0.2% 103