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Moller Wealth Partners’s GE Aerospace GE Stock Holding History

Moller Wealth Partners’s Portfolio GE Stock Details GE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$945K Buy
3,671
+38
+1% +$9.78K 0.21% 36
2025
Q1 		$727K Hold
3,633
– – 0.18% 39
2024
Q4 		$606K Hold
3,633
– – 0.16% 39
2024
Q3 		$685K Hold
3,633
– – 0.17% 39
2024
Q2 		$578K Hold
3,633
– – 0.15% 40
2024
Q1 		$638K Hold
3,633
– – 0.17% 37
2023
Q4 		$464K Hold
3,633
– – 0.13% 38
2023
Q3 		$402K Hold
3,633
– – 0.13% 37
2023
Q2 		$399K Hold
3,633
– – 0.12% 37
2023
Q1 		$347K Hold
3,633
– – 0.11% 38
2022
Q4 		$304K Hold
3,633
– – 0.1% 39
2022
Q3 		$225K Hold
3,633
– – 0.08% 44
2022
Q2 		$231K Hold
3,633
– – 0.08% 43
2022
Q1 		$332K Sell
3,633
-7
-0.2% -$640 0.1% 42
2021
Q4 		$344K Sell
3,640
-55
-1% -$5.2K 0.11% 41
2021
Q3 		$381K Sell
3,695
-25,874
-88% -$2.67M 0.13% 39
2021
Q2 		$398K Sell
29,569
-800
-3% -$10.8K 0.13% 39
2021
Q1 		$399K Buy
30,369
+1,100
+4% +$14.5K 0.14% 37
2020
Q4 		$316K Hold
29,269
– – 0.13% 41
2020
Q3 		$182K Hold
29,269
– – 0.08% 42
2020
Q2 		$200K Hold
29,269
– – 0.09% 47
2020
Q1 		$232K Hold
29,269
– – 0.12% 43
2019
Q4 		$327K Hold
29,269
– – 0.14% 41
2019
Q3 		$262K Hold
29,269
– – 0.13% 42
2019
Q2 		$307K Hold
29,269
– – 0.16% 43
2019
Q1 		$292K Sell
29,269
-8,016
-21% -$80K 0.13% 47
2018
Q4 		$332K Buy
37,285
+7,423
+25% +$66.1K 0.22% 49
2018
Q3 		$337K Hold
29,862
– – 0.15% 33
2018
Q2 		$406K Sell
29,862
-300
-1% -$4.08K 0.16% 32
2018
Q1 		$407K Sell
30,162
-6,382
-17% -$86.1K 0.18% 31
2017
Q4 		$638K Buy
36,544
+6,192
+20% +$108K 0.24% 31
2017
Q3 		$734K Sell
30,352
-7,563
-20% -$183K 0.28% 26
2017
Q2 		$1.02M Buy
37,915
+7,618
+25% +$206K 0.43% 25
2017
Q1 		$903K Hold
30,297
– – 0.4% 27
2016
Q4 		$957K Hold
30,297
– – 0.47% 24
2016
Q3 		$897K Hold
30,297
– – 0.41% 27
2016
Q2 		$954K Hold
30,297
– – 0.47% 25
2016
Q1 		$963K Sell
30,297
-1,600
-5% -$50.9K 0.57% 23
2015
Q4 		$994K Sell
31,897
-7,636
-19% -$238K 0.55% 23
2015
Q3 		$997K Buy
39,533
+7,400
+23% +$187K 0.92% 19
2015
Q2 		$854K Sell
32,133
-7,400
-19% -$197K 0.39% 26
2015
Q1 		$981K Hold
39,533
– – 0.45% 25
2014
Q4 		$999K Buy
39,533
+145
+0.4% +$3.66K 0.49% 24
2014
Q3 		$1.01M Buy
39,388
+248
+0.6% +$6.35K 0.48% 29
2014
Q2 		$1.03M Hold
39,140
– – 0.47% 28
2014
Q1 		$1.01M Buy
39,140
+7,950
+25% +$206K 0.52% 28
2013
Q4 		$874K Hold
31,190
– – 0.47% 30
2013
Q3 		$746K Hold
31,190
– – 0.47% 30
2013
Q2 		$723K Buy
+31,190
New +$723K 0.53% 32