GeoWealth 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 | $1.42M | Sell |
5,526
-4,709
| -46% | -$1.21M | 0.06% | 195 |
|
|
2025
Q1 | $2.05M | Sell |
10,235
-406
| -4% | -$81.3K | 0.08% | 142 |
|
|
2024
Q4 | $1.77M | Buy |
10,641
+593
| +6% | +$98.9K | 0.06% | 196 |
|
|
2024
Q3 | $1.89M | Sell |
10,048
-537
| -5% | -$101K | 0.07% | 196 |
|
|
2024
Q2 | $1.68M | Sell |
10,585
-8,981
| -46% | -$1.43M | 0.07% | 181 |
|
|
2024
Q1 | $2.74M | Buy |
19,566
+13,959
| +249% | +$1.96M | 0.11% | 146 |
|
|
2023
Q4 | $571K | Buy |
+5,607
| New | +$571K | 0.05% | 307 |
|
|
2022
Q2 | – | Sell |
-11,346
| Closed | -$647K | – | 354 |
|
|
2022
Q1 | $647K | Buy |
11,346
+5,251
| +86% | +$299K | 0.06% | 181 |
|
|
2021
Q4 | $359K | Sell |
6,095
-340
| -5% | -$20K | 0.03% | 234 |
|
|
2021
Q3 | $413K | Buy |
+6,435
| New | +$413K | 0.03% | 236 |
|
|
2021
Q2 | – | Sell |
-6,409
| Closed | -$419K | – | 274 |
|
|
2021
Q1 | $419K | Buy |
+6,409
| New | +$419K | 0.07% | 129 |
|
|
2019
Q4 | – | Sell |
-3,314
| Closed | -$148K | – | 134 |
|
|
2019
Q3 | $148K | Buy |
+3,314
| New | +$148K | 0.03% | 212 |
|