Valeo Financial Advisors’s GE Aerospace GE Stock Holding History

Valeo Financial Advisors’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	$5.44M	Buy	21,125 +776	+4%	+$200K	0.13%	83
2025 Q1	$4.07M	Buy	20,349 +754	+4%	+$151K	0.11%	86
2024 Q4	$3.27M	Buy	19,595 +1,836	+10%	+$306K	0.09%	104
2024 Q3	$3.35M	Sell	17,759 -167	-0.9%	-$31.5K	0.1%	106
2024 Q2	$2.85M	Sell	17,926 -3,718	-17%	-$591K	0.09%	113
2024 Q1	$2.75M	Sell	21,644 -559	-3%	-$71K	0.1%	108
2023 Q4	$2.26M	Sell	22,203 -251	-1%	-$25.6K	0.09%	126
2023 Q3	$1.98M	Buy	22,454 +399	+2%	+$35.2K	0.09%	128
2023 Q2	$1.93M	Sell	22,055 -2,050	-9%	-$180K	0.09%	128
2023 Q1	$1.84M	Sell	24,105 -3,026	-11%	-$231K	0.09%	137
2022 Q4	$1.42M	Buy	27,131 +3,101	+13%	+$162K	0.08%	149
2022 Q3	$927K	Sell	24,030 -489	-2%	-$18.9K	0.06%	178
2022 Q2	$973K	Sell	24,519 -2,134	-8%	-$84.7K	0.06%	165
2022 Q1	$1.52M	Buy	26,653 +5,236	+24%	+$298K	0.08%	148
2021 Q4	$1.26M	Sell	21,417 -794	-4%	-$46.7K	0.07%	156
2021 Q3	$1.43M	Buy	22,211 +2,433	+12%	+$156K	0.08%	139
2021 Q2	$1.33M	Sell	19,778 -344	-2%	-$23.1K	0.08%	131
2021 Q1	$1.32M	Sell	20,122 -2,282	-10%	-$149K	0.06%	153
2020 Q4	$1.21M	Buy	22,404 +4,170	+23%	+$224K	0.06%	146
2020 Q3	$566K	Sell	18,234 -3,090	-14%	-$95.9K	0.05%	168
2020 Q2	$726K	Buy	21,324 +1,762	+9%	+$60K	0.07%	152
2020 Q1	$696K	Sell	19,562 -8,815	-31%	-$314K	0.07%	146
2019 Q4	$1.58M	Sell	28,377 -415	-1%	-$23.1K	0.15%	96
2019 Q3	$1.28M	Buy	28,792 +1,408	+5%	+$62.7K	0.14%	95
2019 Q2	$1.43M	Sell	27,384 -1,059	-4%	-$55.4K	0.16%	93
2019 Q1	$1.42M	Sell	28,443 -1,351	-5%	-$67.3K	0.17%	92
2018 Q4	$1.08M	Sell	29,794 -3,546	-11%	-$129K	0.15%	105
2018 Q3	$1.62M	Sell	33,340 -15,033	-31%	-$728K	0.22%	77
2018 Q2	$2.89M	Buy	48,373 +5,027	+12%	+$300K	0.41%	47
2018 Q1	$2.8M	Buy	43,346 +5,279	+14%	+$341K	0.45%	44
2017 Q4	$3.18M	Buy	38,067 +20,540	+117%	+$1.72M	0.52%	44
2017 Q3	$2.03M	Buy	+17,527	New	+$2.03M	0.46%	48