Summit Asset Management’s GE Aerospace GE Stock Holding History

Summit Asset Management’s Portfolio GE Stock Details GE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$234K	Buy	+910	New	+$234K	0.04%	154
2021 Q3	–	Sell	-3,096	Closed	-$208K	–	149
2021 Q2	$208K	Sell	3,096 -408	-12%	-$27.4K	0.07%	143
2021 Q1	$229K	Hold	3,504	–	–	0.08%	130
2020 Q4	$189K	Sell	3,504 -913	-21%	-$49.2K	0.07%	132
2020 Q3	$137K	Buy	4,417 +41	+0.9%	+$1.27K	0.06%	127
2020 Q2	$149K	Sell	4,376 -60	-1%	-$2.04K	0.07%	120
2020 Q1	$176K	Hold	4,436	–	–	0.09%	109
2019 Q4	$247K	Buy	4,436 +1	+0%	+$56	0.11%	103
2019 Q3	$198K	Hold	4,435	–	–	0.09%	114
2019 Q2	$232K	Sell	4,435 -146	-3%	-$7.64K	0.11%	100
2019 Q1	$228K	Sell	4,581 -183	-4%	-$9.11K	0.11%	98
2018 Q4	$173K	Sell	4,764 -553	-10%	-$20.1K	0.1%	100
2018 Q3	$288K	Sell	5,317 -165	-3%	-$8.94K	0.13%	82
2018 Q2	$358K	Sell	5,482 -187	-3%	-$12.2K	0.17%	71
2018 Q1	$366K	Sell	5,669 -1,116	-16%	-$72.1K	0.17%	66
2017 Q4	$567K	Sell	6,785 -915	-12%	-$76.5K	0.27%	56
2017 Q3	$892K	Buy	7,700 +9	+0.1%	+$1.04K	0.45%	33
2017 Q2	$996K	Sell	7,691 -142	-2%	-$18.4K	0.53%	33
2017 Q1	$1.12M	Buy	7,833 +237	+3%	+$33.9K	0.65%	27
2016 Q4	$1.15M	Buy	7,596 +2	+0%	+$303	0.72%	25
2016 Q3	$1.08M	Buy	7,594 +1	+0%	+$142	0.66%	26
2016 Q2	$1.15M	Buy	7,593 +2	+0%	+$302	0.73%	24
2016 Q1	$1.16M	Buy	7,591 +2	+0%	+$305	0.76%	25
2015 Q4	$1.13M	Buy	7,589 +2	+0%	+$299	0.77%	24
2015 Q3	$917K	Sell	7,587 -395	-5%	-$47.7K	0.66%	25
2015 Q2	$1.02M	Buy	7,982 +583	+8%	+$74.2K	0.7%	26
2015 Q1	$880K	Buy	7,399 +131	+2%	+$15.6K	0.61%	28
2014 Q4	$880K	Sell	7,268 -384	-5%	-$46.5K	0.64%	28
2014 Q3	$940K	Buy	7,652 +96	+1%	+$11.8K	0.72%	23
2014 Q2	$952K	Sell	7,556 -122	-2%	-$15.4K	0.73%	25
2014 Q1	$953K	Sell	7,678 -163	-2%	-$20.2K	0.76%	20
2013 Q4	$1.05M	Buy	7,841 +63	+0.8%	+$8.46K	0.83%	17
2013 Q3	$891K	Buy	7,778 +31	+0.4%	+$3.55K	0.79%	19
2013 Q2	$861K	Buy	+7,747	New	+$861K	0.83%	17