Total Wealth Planning & Management’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	$570K	Sell	2,214 -288	-12%	-$74.1K	0.46%	69
2025 Q1	$501K	Sell	2,502 -431	-15%	-$86.2K	0.47%	66
2024 Q4	$489K	Buy	+2,933	New	+$489K	0.44%	63