LWM
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Level Wealth Management’s GE Aerospace GE Stock Holding History

Level Wealth Management’s Portfolio GE Stock Details GE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$309K Sell
1,201
-100
-8% -$25.7K 0.18% 50
2025
Q1 		$260K Hold
1,301
– – 0.17% 45
2024
Q4 		$217K Buy
+1,301
New +$217K 0.15% 50