SMA
Sage Mountain Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
6,431
+842
| +15% | +$217K | 0.11% | 88 |
|
|
2025
Q1 | $1.12M | Buy |
5,589
+747
| +15% | +$150K | 0.08% | 107 |
|
|
2024
Q4 | $808K | Buy |
4,842
+451
| +10% | +$75.2K | 0.06% | 146 |
|
|
2024
Q3 | $828K | Sell |
4,391
-258
| -6% | -$48.7K | 0.07% | 131 |
|
|
2024
Q2 | $739K | Buy |
4,649
+1,069
| +30% | +$170K | 0.07% | 127 |
|
|
2024
Q1 | $628K | Buy |
3,580
+10
| +0.3% | +$1.76K | 0.07% | 128 |
|
|
2023
Q4 | $456K | Buy |
3,570
+38
| +1% | +$4.85K | 0.05% | 143 |
|
|
2023
Q3 | $390K | Buy |
3,532
+188
| +6% | +$20.8K | 0.05% | 146 |
|
|
2023
Q2 | $367K | Buy |
3,344
+120
| +4% | +$13.2K | 0.05% | 156 |
|
|
2023
Q1 | $308K | Buy |
+3,224
| New | +$308K | 0.05% | 164 |
|
|
2022
Q2 | – | Sell |
-2,785
| Closed | -$255K | – | 624 |
|
|
2022
Q1 | $255K | Sell |
2,785
-591
| -18% | -$54.1K | 0.04% | 414 |
|
|
2021
Q4 | $319K | Buy |
3,376
+644
| +24% | +$60.9K | 0.04% | 424 |
|
|
2021
Q3 | $281K | Sell |
2,732
-16,777
| -86% | -$1.73M | 0.04% | 368 |
|
|
2021
Q2 | $263K | Buy |
+19,509
| New | +$263K | 0.04% | 335 |
|