NBWM
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North Berkeley Wealth Management’s GE Aerospace GE Stock Holding History

North Berkeley 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 		$497K Sell
1,930
-1,617
-46% -$416K 0.46% 36
2025
Q1 		$710K Hold
3,547
– – 0.74% 24
2024
Q4 		$592K Buy
+3,547
New +$592K 0.6% 27