Kingswood Wealth Advisors’s GE Aerospace GE Stock Holding History

Kingswood Wealth Advisors’s Portfolio GE Stock Details GE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.97M	Buy
2025 Q1	$1.43M	Sell
2024 Q4	$1.33M	Sell
2024 Q3	$6.03M	Sell
2024 Q2	$5.97M	Sell
2024 Q1	$6.1M	Sell
2023 Q4	$4.82M	Sell
2023 Q3	$5.15M	Buy
2023 Q2	$475K	Buy