Optimum Investment Advisors’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $286K | Hold |
950
| – | – | 0.11% | 158 |
|
|
2025
Q2 | $245K | Hold |
950
| – | – | 0.11% | 161 |
|
|
2025
Q1 | $190K | Buy |
950
+100
| +12% | +$19.7K | 0.09% | 174 |
|
|
2024
Q4 | $142K | Hold |
850
| – | – | 0.06% | 214 |
|
|
2024
Q3 | $160K | Hold |
850
| – | – | 0.07% | 211 |
|
|
2024
Q2 | $135K | Sell |
850
-215
| -20% | -$34.3K | 0.06% | 223 |
|
|
2024
Q1 | $149K | Hold |
1,065
| – | – | 0.07% | 217 |
|
|
2023
Q4 | $108K | Hold |
1,065
| – | – | 0.05% | 249 |
|
|
2023
Q3 | $94K | Hold |
1,065
| – | – | 0.05% | 273 |
|
|
2023
Q2 | $93.4K | Hold |
1,065
| – | – | 0.05% | 280 |
|
|
2023
Q1 | $81.3K | Sell |
1,065
-400
| -27% | -$26.8K | 0.04% | 306 |
|
|
2022
Q4 | $76.5K | Sell |
1,465
-20
| -1% | -$983 | 0.04% | 313 |
|
|
2022
Q3 | $57K | Buy |
1,485
+21
| +1% | +$923 | 0.03% | 357 |
|
|
2022
Q2 | $58K | Hold |
1,464
| – | – | 0.03% | 372 |
|
|
2022
Q1 | $83K | Sell |
1,464
-1
| -0.1% | -$60 | 0.04% | 339 |
|
|
2021
Q4 | $86K | Buy |
1,465
+41
| +3% | +$2.58K | 0.03% | 363 |
|
|
2021
Q3 | $91K | Sell |
1,424
-120
| -8% | -$7.71K | 0.04% | 344 |
|
|
2021
Q2 | $104K | Hold |
1,544
| – | – | 0.03% | 370 |
|
|
2021
Q1 | $101K | Sell |
1,544
-120
| -7% | -$7.27K | 0.03% | 370 |
|
|
2020
Q4 | $90K | Sell |
1,664
-133
| -7% | -$5.96K | 0.03% | 367 |
|
|
2020
Q3 | $56K | Sell |
1,797
-536
| -23% | -$17.4K | 0.02% | 425 |
|
|
2020
Q2 | $79K | Sell |
2,333
-19
| -0.8% | -$641 | 0.03% | 359 |
|
|
2020
Q1 | $93K | Sell |
2,352
-117
| -5% | -$6.24K | 0.04% | 320 |
|
|
2019
Q4 | $137K | Sell |
2,469
-138
| -5% | -$7.13K | 0.04% | 339 |
|
|
2019
Q3 | $116K | Sell |
2,607
-1,144
| -30% | -$53.8K | 0.04% | 352 |
|
|
2019
Q2 | $196K | Sell |
3,751
-822
| -18% | -$40.5K | 0.06% | 272 |
|
|
2019
Q1 | $228K | Sell |
4,573
-182
| -4% | -$8.57K | 0.07% | 255 |
|
|
2018
Q4 | $172K | Sell |
4,755
-534
| -10% | -$24.1K | 0.06% | 282 |
|
|
2018
Q3 | $286K | Sell |
5,289
-580
| -10% | -$35.8K | 0.08% | 245 |
|
|
2018
Q2 | $383K | Sell |
5,869
-764
| -12% | -$51K | 0.11% | 188 |
|
|
2018
Q1 | $428K | Sell |
6,633
-1,832
| -22% | -$136K | 0.13% | 175 |
|
|
2017
Q4 | $708K | Sell |
8,465
-3,363
| -28% | -$321K | 0.23% | 129 |
|
|
2017
Q3 | $1.37M | Sell |
11,828
-3,028
| -20% | -$366K | 0.46% | 55 |
|
|
2017
Q2 | $1.92M | Sell |
14,856
-2,391
| -14% | -$328K | 0.67% | 36 |
|
|
2017
Q1 | $2.46M | Sell |
17,247
-1,304
| -7% | -$189K | 0.87% | 24 |
|
|
2016
Q4 | $2.81M | Sell |
18,551
-1,298
| -7% | -$189K | 1.06% | 18 |
|
|
2016
Q3 | $2.82M | Sell |
19,849
-912
| -4% | -$136K | 1.06% | 18 |
|
|
2016
Q2 | $3.13M | Sell |
20,761
-2,000
| -9% | -$292K | 1.21% | 14 |
|
|
2016
Q1 | $3.47M | Buy |
22,761
+4,954
| +28% | +$700K | 1.36% | 10 |
|
|
2015
Q4 | $2.66M | Buy |
17,807
+4,920
| +38% | +$699K | 1.03% | 18 |
|
|
2015
Q3 | $1.56M | Buy |
+12,887
| New | +$1.58M | 0.63% | 37 |
|
|
2015
Q1 | $1.43M | Buy |
12,024
+712
| +6% | +$84.8K | 0.45% | 50 |
|
|
2014
Q4 | $1.37M | Sell |
11,312
-971
| -8% | -$119K | 0.44% | 56 |
|
|
2014
Q3 | $1.51M | Sell |
12,283
-470
| -4% | -$58.6K | 0.5% | 46 |
|
|
2014
Q2 | $1.61M | Buy |
12,753
+264
| +2% | +$33.6K | 0.52% | 42 |
|
|
2014
Q1 | $1.55M | Sell |
12,489
-682
| -5% | -$84.2K | 0.58% | 38 |
|
|
2013
Q4 | $1.77M | Buy |
13,171
+204
| +2% | +$25.7K | 0.67% | 34 |
|
|
2013
Q3 | $1.49M | Buy |
+12,967
| New | +$1.49M | 0.61% | 37 |
|
Other funds holding GE
Optimum Investment Advisors's GE Position: Q3 2025 in Review
Optimum Investment Advisors held its GE Aerospace (GE) position steady in Q3 2025 at 950 shares worth $286K. The position accounts for 0.11% of the portfolio, ranked #158.
Optimum Investment Advisors first reported a position in GE in Q3 2013 and has held it in 48 quarters since. The position peaked at $3.47M in Q1 2016. 2,950 funds tracked by Wall St. Rank hold GE as of Q3 2025.
- Optimum Investment Advisors held 950 shares of GE Aerospace worth $286K as of Q3 2025.
- Optimum Investment Advisors left its GE Aerospace share count unchanged in Q3 2025.
- GE Aerospace made up 0.11% of Optimum Investment Advisors's portfolio in Q3 2025, its #158 holding.
- Optimum Investment Advisors first reported a position in GE Aerospace in Q3 2013 and has held it in 48 quarters since.
- Optimum Investment Advisors's GE Aerospace position peaked at $3.47M in Q1 2016.
- 2,950 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.