SAG
SageView Advisory Group’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.89M | Buy |
14,382
+4,063
| +39% | +$1.1M | 0.15% | 84 |
|
|
2025
Q1 | $2.07M | Buy |
10,319
+752
| +8% | +$151K | 0.09% | 125 |
|
|
2024
Q4 | $1.6M | Buy |
9,567
+2,275
| +31% | +$379K | 0.07% | 152 |
|
|
2024
Q3 | $1.38M | Buy |
7,292
+13
| +0.2% | +$2.45K | 0.07% | 153 |
|
|
2024
Q2 | $1.16M | Buy |
7,279
+6,312
| +653% | +$1M | 0.05% | 203 |
|
|
2024
Q1 | $273K | Sell |
967
-6,763
| -87% | -$1.91M | 0.01% | 431 |
|
|
2023
Q4 | $1.04M | Buy |
7,730
+2,147
| +38% | +$288K | 0.04% | 245 |
|
|
2023
Q3 | $617K | Buy |
5,583
+346
| +7% | +$38.3K | 0.04% | 295 |
|
|
2023
Q2 | $575K | Buy |
5,237
+202
| +4% | +$22.2K | 0.03% | 325 |
|
|
2023
Q1 | $481K | Sell |
5,035
-1,435
| -22% | -$137K | 0.03% | 314 |
|
|
2022
Q4 | $542K | Buy |
+6,470
| New | +$542K | 0.04% | 231 |
|