Night Owl Capital Management’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
$39M Buy
151,639
+4,435
+3% +$1.14M 4.51% 8
2025
Q1
$29.5M Buy
147,204
+5,901
+4% +$1.18M 3.68% 14
2024
Q4
$23.6M Buy
141,303
+4,571
+3% +$762K 3.04% 18
2024
Q3
$25.8M Buy
136,732
+9,319
+7% +$1.76M 3.53% 13
2024
Q2
$20.3M Sell
127,413
-33,849
-21% -$5.38M 3.03% 16
2024
Q1
$22.6M Buy
+161,262
New +$22.6M 3.43% 13
2014
Q1
Sell
-1,580
Closed -$212K 23
2013
Q4
$212K Buy
+1,580
New +$212K 0.09% 22