WIM
Waverton Investment Management’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271M | Sell |
1,051,960
-6,036
| -0.6% | -$1.55M | 3.73% | 9 |
|
|
2025
Q1 | $212M | Buy |
1,057,996
+21,466
| +2% | +$4.3M | 3.28% | 13 |
|
|
2024
Q4 | $173M | Sell |
1,036,530
-64,191
| -6% | -$10.7M | 2.75% | 18 |
|
|
2024
Q3 | $207M | Sell |
1,100,721
-938
| -0.1% | -$177K | 3.41% | 13 |
|
|
2024
Q2 | $175M | Buy |
1,101,659
+47,710
| +5% | +$7.58M | 3.3% | 12 |
|
|
2024
Q1 | $185M | Buy |
+1,053,949
| New | +$185M | 3.84% | 10 |
|
|
2018
Q2 | – | Sell |
-46,212
| Closed | -$623K | – | 73 |
|
|
2018
Q1 | $623K | Sell |
46,212
-11,700
| -20% | -$158K | 0.04% | 70 |
|
|
2017
Q4 | $1.01M | Sell |
57,912
-80,745
| -58% | -$1.41M | 0.06% | 52 |
|
|
2017
Q3 | $3.35M | Sell |
138,657
-227,269
| -62% | -$5.5M | 0.21% | 35 |
|
|
2017
Q2 | $9.88M | Sell |
365,926
-730,877
| -67% | -$19.7M | 0.64% | 30 |
|
|
2017
Q1 | $32.7M | Sell |
1,096,803
-48,021
| -4% | -$1.43M | 2.06% | 19 |
|
|
2016
Q4 | $36.2M | Sell |
1,144,824
-21,765
| -2% | -$688K | 2.37% | 15 |
|
|
2016
Q3 | $34.6M | Sell |
1,166,589
-769,028
| -40% | -$22.8M | 2.33% | 17 |
|
|
2016
Q2 | $60.9M | Sell |
1,935,617
-3,718
| -0.2% | -$117K | 4.57% | 7 |
|
|
2016
Q1 | $61.7M | Buy |
1,939,335
+1,237,856
| +176% | +$39.4M | 4.72% | 4 |
|
|
2015
Q4 | $21.9M | Sell |
701,479
-7,500
| -1% | -$234K | 1.64% | 21 |
|
|
2015
Q3 | $17.9M | Sell |
708,979
-15,433
| -2% | -$389K | 1.43% | 22 |
|
|
2015
Q2 | $19.2M | Sell |
724,412
-170,130
| -19% | -$4.52M | 1.43% | 23 |
|
|
2015
Q1 | $22.2M | Sell |
894,542
-85,566
| -9% | -$2.12M | 1.59% | 19 |
|
|
2014
Q4 | $24.8M | Sell |
980,108
-59,280
| -6% | -$1.5M | 1.71% | 21 |
|
|
2014
Q3 | $26.6M | Sell |
1,039,388
-163,345
| -14% | -$4.18M | 1.83% | 18 |
|
|
2014
Q2 | $31.6M | Sell |
1,202,733
-179,220
| -13% | -$4.71M | 2.07% | 17 |
|
|
2014
Q1 | $35.8M | Sell |
1,381,953
-169,771
| -11% | -$4.4M | 1.7% | 17 |
|
|
2013
Q4 | $43.5M | Sell |
1,551,724
-19,455
| -1% | -$545K | 2.22% | 13 |
|
|
2013
Q3 | $37.5M | Buy |
1,571,179
+155,334
| +11% | +$3.71M | 2.2% | 11 |
|
|
2013
Q2 | $32.8M | Buy |
+1,415,845
| New | +$32.8M | 2.87% | 11 |
|