Successful Portfolios’s GE Aerospace GE Stock Holding History

Successful Portfolios’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	$698K	Sell	1,944 -59	-3%	-$18.5K	0.33%	62
2026 Q1	$552K	Sell	2,003 -111	-5%	-$34.9K	0.3%	68
2025 Q4	$680K	Buy	2,114 +76	+4%	+$22.9K	0.35%	67
2025 Q3	$613K	Sell	2,038 -33	-2%	-$9.02K	0.36%	58
2025 Q2	$533K	Sell	2,071 -14	-0.7%	-$3.07K	0.33%	63
2025 Q1	$417K	Buy	2,085 +1	+0%	+$197	0.28%	80
2024 Q4	$348K	Sell	2,084 -34	-2%	-$6.07K	0.23%	89
2024 Q3	$399K	Sell	2,118 -109	-5%	-$18.5K	0.27%	80
2024 Q2	$354K	Sell	2,227 -746	-25%	-$119K	0.25%	84
2024 Q1	$417K	Sell	2,973 -128	-4%	-$15.1K	0.28%	81
2023 Q4	$316K	Buy	3,101 +179	+6%	+$16.6K	0.24%	98
2023 Q3	$258K	Sell	2,922 -6	-0.2%	-$539	0.23%	103
2023 Q2	$257K	Sell	2,928 -288	-9%	-$23.3K	0.22%	105
2023 Q1	$245K	Sell	3,216 -845	-21%	-$56.5K	0.15%	153
2022 Q4	$212K	Buy	+4,061	New	+$200K	0.14%	168
2022 Q2	–	Sell	-4,339	Closed	-$247K	–	196
2022 Q1	$247K	Buy	4,339 +47	+1%	+$2.8K	0.14%	166
2021 Q4	$253K	Sell	4,292 -156	-4%	-$9.8K	0.14%	167
2021 Q3	$286K	Sell	4,448 -109	-2%	-$7.01K	0.17%	144
2021 Q2	$306K	Sell	4,557 -22	-0.5%	-$1.47K	0.19%	140
2021 Q1	$300K	Buy	4,579 +160	+4%	+$9.69K	0.2%	132
2020 Q4	$238K	Sell	4,419 -97	-2%	-$4.35K	0.17%	144
2020 Q3	$140K	Sell	4,516 -501	-10%	-$16.3K	0.11%	169
2020 Q2	$171K	Buy	5,017 +52	+1%	+$1.75K	0.15%	151
2020 Q1	$196K	Buy	4,965 +409	+9%	+$21.8K	0.2%	134
2019 Q4	$253K	Sell	4,556 -618	-12%	-$31.9K	0.23%	118
2019 Q3	$231K	Buy	5,174 +54	+1%	+$2.54K	0.22%	124
2019 Q2	$268K	Sell	5,120 -200	-4%	-$9.85K	0.29%	103
2019 Q1	$265K	Sell	5,320 -53	-1%	-$2.5K	0.29%	105
2018 Q4	$195K	Sell	5,373 -395	-7%	-$17.8K	0.25%	117
2018 Q3	$312K	Sell	5,768 -9	-0.2%	-$555	0.34%	93
2018 Q2	$377K	Sell	5,777 -144	-2%	-$9.61K	0.44%	73
2018 Q1	$382K	Buy	5,921 +37	+0.6%	+$2.74K	0.46%	68
2017 Q4	$492K	Buy	+5,884	New	+$562K	0.61%	52

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Wealth Enhancement Advisory Services

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Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return