Peak Financial 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 | $417K | Sell |
1,621
-250
| -13% | -$64.4K | 0.12% | 63 |
|
|
2025
Q1 | $374K | Sell |
1,871
-499
| -21% | -$99.9K | 0.11% | 63 |
|
|
2024
Q4 | $395K | Buy |
2,370
+301
| +15% | +$50.2K | 0.12% | 69 |
|
|
2024
Q3 | $390K | Buy |
2,069
+1
| +0% | +$189 | 0.11% | 67 |
|
|
2024
Q2 | $329K | Buy |
2,068
+497
| +32% | +$79K | 0.1% | 70 |
|
|
2024
Q1 | $220K | Buy |
+1,571
| New | +$220K | 0.07% | 89 |
|
|
2021
Q3 | – | Sell |
-3,804
| Closed | -$255K | – | 74 |
|
|
2021
Q2 | $255K | Buy |
3,804
+401
| +12% | +$26.9K | 0.09% | 64 |
|
|
2021
Q1 | $223K | Buy |
3,403
+804
| +31% | +$52.7K | 0.08% | 69 |
|
|
2020
Q4 | $140K | Sell |
2,599
-200
| -7% | -$10.8K | 0.05% | 65 |
|
|
2020
Q3 | $87K | Buy |
+2,799
| New | +$87K | 0.04% | 58 |
|
|
2017
Q4 | – | Sell |
-1,987
| Closed | -$230K | – | 50 |
|
|
2017
Q3 | $230K | Buy |
1,987
+50
| +3% | +$5.79K | 0.09% | 44 |
|
|
2017
Q2 | $251K | Buy |
1,937
+5
| +0.3% | +$648 | 0.1% | 40 |
|
|
2017
Q1 | $276K | Buy |
+1,932
| New | +$276K | 0.11% | 37 |
|
|
2016
Q4 | – | Sell |
-1,758
| Closed | -$250K | – | 42 |
|
|
2016
Q3 | $250K | Buy |
+1,758
| New | +$250K | 0.11% | 25 |
|