Invenio 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
$579K Sell
2,250
-110
-5% -$28.3K 0.23% 51
2025
Q1
$472K Buy
2,360
+234
+11% +$46.8K 0.2% 50
2024
Q4
$355K Buy
2,126
+74
+4% +$12.3K 0.15% 66
2024
Q3
$387K Buy
2,052
+52
+3% +$9.81K 0.17% 61
2024
Q2
$318K Buy
2,000
+20
+1% +$3.18K 0.16% 66
2024
Q1
$277K Buy
+1,980
New +$277K 0.15% 78