VERITY Wealth Advisors’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
$961K Hold
3,733
0.65% 29
2025
Q1
$747K Hold
3,733
0.55% 36
2024
Q4
$623K Hold
3,733
0.45% 40
2024
Q3
$704K Hold
3,733
0.49% 39
2024
Q2
$593K Sell
3,733
-944
-20% -$150K 0.44% 42
2024
Q1
$655K Hold
4,677
0.5% 40
2023
Q4
$476K Hold
4,677
0.41% 44
2023
Q3
$413K Hold
4,677
0.39% 48
2023
Q2
$410K Hold
4,677
0.37% 49
2023
Q1
$357K Sell
4,677
-1,315
-22% -$100K 0.33% 57
2022
Q4
$313K Hold
5,992
0.31% 58
2022
Q3
$231K Hold
5,992
0.24% 60
2022
Q2
$238K Hold
5,992
0.23% 63
2022
Q1
$342K Hold
5,992
0.3% 47
2021
Q4
$353K Hold
5,992
0.29% 49
2021
Q3
$385K Sell
5,992
-1
-0% -$64 0.34% 44
2021
Q2
$402K Hold
5,993
0.36% 41
2021
Q1
$392K Hold
5,993
0.35% 42
2020
Q4
$323K Hold
5,993
0.29% 43
2020
Q3
$186K Hold
5,993
0.19% 49
2020
Q2
$204K Hold
5,993
0.22% 49
2020
Q1
$237K Sell
5,993
-201
-3% -$7.95K 0.32% 39
2019
Q4
$345K Hold
6,194
0.33% 41
2019
Q3
$276K Hold
6,194
0.27% 44
2019
Q2
$324K Hold
6,194
0.32% 42
2019
Q1
$308K Sell
6,194
-352
-5% -$17.5K 0.31% 42
2018
Q4
$237K Buy
+6,546
New +$237K 0.27% 46