9WM
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9258 Wealth Management’s GE Aerospace GE Stock Holding History

9258 Wealth Management’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
2024
Q3 		$1.99M Buy
10,534
+600
+6% +$102K 0.29% 68
2024
Q2 		$1.58M Sell
9,934
-2,218
-18% -$354K 0.24% 81
2024
Q1 		$1.7M Buy
12,152
+727
+6% +$85.7K 0.27% 77
2023
Q4 		$1.16M Sell
11,425
-344
-3% -$31.9K 0.2% 94
2023
Q3 		$1.04M Sell
11,769
-48
-0.4% -$4.31K 0.2% 95
2023
Q2 		$1.04M Buy
11,817
+248
+2% +$20.1K 0.19% 96
2023
Q1 		$883K Sell
11,569
-3,797
-25% -$254K 0.18% 107
2022
Q4 		$802K Sell
15,366
-250
-2% -$12.3K 0.17% 115
2022
Q3 		$602K Buy
15,616
+252
+2% +$11.1K 0.15% 142
2022
Q2 		$609K Sell
15,364
-796
-5% -$38.6K 0.16% 153
2022
Q1 		$921K Sell
16,160
-1,279
-7% -$76.3K 0.21% 115
2021
Q4 		$1.03M Sell
17,439
-2,792
-14% -$175K 0.24% 99
2021
Q3 		$1.3M Sell
20,231
-963
-5% -$61.9K 0.35% 59
2021
Q2 		$1.42M Buy
21,194
+1,514
+8% +$101K 0.38% 52
2021
Q1 		$1.29M Sell
19,680
-477
-2% -$28.9K 0.39% 55
2020
Q4 		$1.08M Sell
20,157
-1,949
-9% -$87.3K 0.35% 62
2020
Q3 		$818K Sell
22,106
-910
-4% -$29.6K 0.31% 77
2020
Q2 		$784K Sell
23,016
-151
-0.7% -$5.09K 0.32% 85
2020
Q1 		$742K Sell
23,167
-825
-3% -$44K 0.33% 84
2019
Q4 		$1.33M Buy
23,992
+5,259
+28% +$272K 0.49% 44
2019
Q3 		$835K Buy
18,733
+679
+4% +$31.9K 0.65% 51
2019
Q2 		$945K Sell
18,054
-1,006
-5% -$49.5K 0.76% 40
2019
Q1 		$949K Buy
19,060
+691
+4% +$32.5K 0.81% 39
2018
Q4 		$666K Buy
+18,369
New +$829K 0.64% 50

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

9258 Wealth Management's GE Position: Q3 2024 in Review

9258 Wealth Management increased its GE Aerospace (GE) stake by 6% in Q3 2024, buying an estimated $102K and bringing the position to 10,534 shares worth $1.99M. The position accounts for 0.29% of the portfolio, ranked #68.

9258 Wealth Management first reported a position in GE in Q4 2018 and has held it in 24 quarters since. 2,361 funds tracked by Wall St. Rank hold GE as of Q3 2024.

  • 9258 Wealth Management held 10,534 shares of GE Aerospace worth $1.99M as of Q3 2024.
  • 9258 Wealth Management bought 600 GE Aerospace shares in Q3 2024, an estimated $102K.
  • GE Aerospace made up 0.29% of 9258 Wealth Management's portfolio in Q3 2024, its #68 holding.
  • 9258 Wealth Management first reported a position in GE Aerospace in Q4 2018 and has held it in 24 quarters since.
  • 2,361 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.