Heritage Wealth Management (Ohio)’s GE Aerospace GE Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio GE Stock Details GE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.12M	Sell
2025 Q2	$1.01M	Sell
2025 Q1	$805K	Sell
2024 Q4	$704K	Sell
2024 Q3	$834K	Sell
2024 Q2	$725K	Buy