Resonant Capital Advisors’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
$1.16M Buy
4,506
+487
+12% +$125K 0.07% 148
2025
Q1
$806K Buy
4,019
+295
+8% +$59.2K 0.06% 163
2024
Q4
$622K Sell
3,724
-188
-5% -$31.4K 0.05% 183
2024
Q3
$739K Buy
3,912
+399
+11% +$75.4K 0.05% 176
2024
Q2
$558K Sell
3,513
-732
-17% -$116K 0.05% 193
2024
Q1
$595K Buy
4,245
+344
+9% +$48.2K 0.05% 182
2023
Q4
$398K Sell
3,901
-31
-0.8% -$3.16K 0.04% 200
2023
Q3
$347K Buy
3,932
+177
+5% +$15.6K 0.04% 201
2023
Q2
$329K Buy
3,755
+232
+7% +$20.3K 0.04% 200
2023
Q1
$269K Sell
3,523
-889
-20% -$67.8K 0.03% 216
2022
Q4
$230K Buy
+4,412
New +$230K 0.03% 237
2022
Q2
Sell
-4,136
Closed -$238K 245
2022
Q1
$238K Buy
4,136
+391
+10% +$22.5K 0.04% 201
2021
Q4
$220K Buy
3,745
+405
+12% +$23.8K 0.03% 195
2021
Q3
$214K Buy
+3,340
New +$214K 0.04% 183
2020
Q3
Sell
-3,373
Closed -$115K 165
2020
Q2
$115K Buy
3,373
+205
+6% +$6.99K 0.03% 175
2020
Q1
$125K Buy
3,168
+876
+38% +$34.6K 0.05% 182
2019
Q4
$127K Buy
+2,292
New +$127K 0.04% 201