Pacific Wealth Strategies Group’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
$333K Buy
+1,227
New +$333K 0.22% 45
2018
Q1
Sell
-9,413
Closed -$787K 83
2017
Q4
$787K Sell
9,413
-887
-9% -$74.2K 0.56% 57
2017
Q3
$1.19M Sell
10,300
-5,101
-33% -$591K 0.94% 36
2017
Q2
$1.99M Sell
15,401
-147
-0.9% -$19K 1.7% 20
2017
Q1
$2.22M Sell
15,548
-474
-3% -$67.7K 1.93% 15
2016
Q4
$2.43M Buy
+16,022
New +$2.43M 2.39% 12