Wescott Financial Advisory Group’s GE Aerospace GE Stock Holding History

Wescott Financial Advisory Group’s Portfolio GE Stock Details GE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.2M	Buy
2025 Q2	$998K	Sell
2025 Q1	$777K	Sell
2024 Q4	$674K	Buy
2024 Q3	$742K	Buy
2024 Q2	$622K	Buy
2021 Q3	–	Sell
2021 Q2	$147K	Hold
2021 Q1	$147K	Buy
2020 Q4	$113K	Buy