Summit Wealth & Retirement Planning’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$233K Buy
2021
Q2
Sell
2021
Q1
$1.16M Hold
2020
Q4
$954K Sell
2020
Q3
$578K Sell
2020
Q2
$669K Sell
2020
Q1
$815K Sell
2019
Q4
$1.17M Sell
2019
Q3
$946K Sell
2019
Q2
$1.12M Sell
2019
Q1
$1.14M Sell
2018
Q4
$841K Buy