Shulman DeMeo Asset Management’s GE Aerospace GE Stock Holding History

Shulman DeMeo Asset Management’s Portfolio GE Stock Details GE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$519K	Buy	1,388 +24	+2%	+$7.51K	0.1%	71
2026 Q1	$387K	Buy	+1,364	New	+$429K	0.08%	89
2021 Q4	–	Sell	-3,164	Closed	-$203K	–	150
2021 Q3	$203K	Buy	+3,164	New	+$203K	0.18%	82
2021 Q2	–	Sell	-3,208	Closed	-$210K	–	89
2021 Q1	$210K	Sell	3,208 -64	-2%	-$3.88K	0.06%	126
2020 Q4	$176K	Sell	3,272 -29	-0.9%	-$1.3K	0.05%	134
2020 Q3	$103K	Sell	3,301 -425	-11%	-$13.8K	0.03%	115
2020 Q2	$127K	Sell	3,726 -354	-9%	-$11.9K	0.05%	108
2020 Q1	$161K	Sell	4,080 -344	-8%	-$18.3K	0.07%	95
2019 Q4	$246K	Sell	4,424 -1,173	-21%	-$60.6K	0.09%	111
2019 Q3	$249K	Sell	5,597 -48	-0.9%	-$2.26K	0.08%	111
2019 Q2	$295K	Buy	5,645 +59	+1%	+$2.9K	0.11%	95
2019 Q1	$278K	Buy	+5,586	New	+$263K	0.11%	91

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Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return