Summit Wealth Group’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Buy |
1,849
+112
| +6% | +$28.8K | 0.12% | 63 |
|
|
2025
Q1 | $348K | Buy |
1,737
+199
| +13% | +$39.9K | 0.1% | 73 |
|
|
2024
Q4 | $257K | Hold |
1,538
| – | – | 0.07% | 85 |
|
|
2024
Q3 | $290K | Sell |
1,538
-5
| -0.3% | -$943 | 0.08% | 77 |
|
|
2024
Q2 | $245K | Buy |
+1,543
| New | +$245K | 0.07% | 85 |
|
|
2023
Q2 | – | Sell |
-188,186
| Closed | -$2K | – | 148 |
|
|
2023
Q1 | $2K | Buy |
+188,186
| New | +$2K | 0.05% | 87 |
|