Geneos 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 | $4.1M | Buy |
15,938
+570
| +4% | +$147K | 0.1% | 251 |
|
|
2025
Q1 | $5.04M | Buy |
15,368
+7,290
| +90% | +$2.39M | 0.07% | 304 |
|
|
2024
Q4 | $1.35M | Sell |
8,078
-3
| -0% | -$500 | 0.05% | 352 |
|
|
2024
Q3 | $1.52M | Buy |
8,081
+4,488
| +125% | +$846K | 0.06% | 324 |
|
|
2024
Q2 | $571K | Sell |
3,593
-591
| -14% | -$94K | 0.03% | 463 |
|
|
2024
Q1 | $586K | Sell |
4,184
-1,204
| -22% | -$169K | 0.03% | 454 |
|
|
2023
Q4 | $549K | Sell |
5,388
-1,280
| -19% | -$130K | 0.03% | 465 |
|
|
2023
Q3 | $588K | Buy |
6,668
+101
| +2% | +$8.91K | 0.03% | 430 |
|
|
2023
Q2 | $576K | Buy |
6,567
+2,188
| +50% | +$192K | 0.03% | 432 |
|
|
2023
Q1 | $334K | Sell |
4,379
-4,144
| -49% | -$316K | 0.02% | 531 |
|
|
2022
Q4 | $445K | Sell |
8,523
-321
| -4% | -$16.8K | 0.03% | 446 |
|
|
2022
Q3 | $341K | Sell |
8,844
-30,264
| -77% | -$1.17M | 0.02% | 470 |
|
|
2022
Q2 | $1.55M | Sell |
39,108
-867
| -2% | -$34.3K | 0.08% | 238 |
|
|
2022
Q1 | $2.28M | Buy |
+39,975
| New | +$2.28M | 0.1% | 207 |
|
|
2021
Q3 | – | Sell |
-47,222
| Closed | -$3.14M | – | 2856 |
|
|
2021
Q2 | $3.14M | Sell |
47,222
-6,540
| -12% | -$435K | 0.12% | 184 |
|
|
2021
Q1 | $3.52M | Sell |
53,762
-2,558
| -5% | -$167K | 0.1% | 214 |
|
|
2020
Q4 | $3.42M | Buy |
56,320
+3,884
| +7% | +$236K | 0.14% | 168 |
|
|
2020
Q3 | $1.6M | Sell |
52,436
-7,520
| -13% | -$229K | 0.08% | 230 |
|
|
2020
Q2 | $1.94M | Buy |
59,956
+3,390
| +6% | +$109K | 0.11% | 193 |
|
|
2020
Q1 | $2.15M | Buy |
56,566
+3,777
| +7% | +$143K | 0.14% | 157 |
|
|
2019
Q4 | $2.94M | Sell |
52,789
-241
| -0.5% | -$13.4K | 0.16% | 160 |
|
|
2019
Q3 | $2.39M | Sell |
53,030
-2,111
| -4% | -$95.1K | 0.14% | 166 |
|
|
2019
Q2 | $2.89M | Sell |
55,141
-4,360
| -7% | -$228K | 0.18% | 140 |
|
|
2019
Q1 | $2.96M | Sell |
59,501
-19,768
| -25% | -$984K | 0.2% | 140 |
|
|
2018
Q4 | $2.85M | Sell |
79,269
-3,472
| -4% | -$125K | 0.21% | 129 |
|
|
2018
Q3 | $4.48M | Buy |
82,741
+5,420
| +7% | +$293K | 0.3% | 92 |
|
|
2018
Q2 | $5.04M | Sell |
77,321
-15,563
| -17% | -$1.02M | 0.39% | 63 |
|
|
2018
Q1 | $6M | Buy |
92,884
+10,274
| +12% | +$664K | 0.52% | 47 |
|
|
2017
Q4 | $6.9M | Sell |
82,610
-1,103
| -1% | -$92.2K | 0.62% | 33 |
|
|
2017
Q3 | $9.71M | Buy |
83,713
+5,626
| +7% | +$653K | 0.96% | 8 |
|
|
2017
Q2 | $10.1M | Buy |
78,087
+3,965
| +5% | +$513K | 1.04% | 8 |
|
|
2017
Q1 | $10.6M | Sell |
74,122
-929
| -1% | -$133K | 1.1% | 8 |
|
|
2016
Q4 | $11.4M | Buy |
75,051
+53
| +0.1% | +$8.03K | 1.5% | 5 |
|
|
2016
Q3 | $10.6M | Sell |
74,998
-817
| -1% | -$116K | 1.43% | 7 |
|
|
2016
Q2 | $11.4M | Buy |
75,815
+1,055
| +1% | +$159K | 1.66% | 6 |
|
|
2016
Q1 | $11.4M | Buy |
+74,760
| New | +$11.4M | 1.75% | 4 |
|