Acima Private Wealth’s GE Aerospace GE Stock Holding History

Acima Private Wealth’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
2023 Q2	–	Sell	-60	Closed	-$4.59K	–	268
2023 Q1	$4.59K	Sell	60 -17	-22%	-$1.14K	﹤0.01%	256
2022 Q4	$4.02K	Hold	77	–	–	﹤0.01%	210
2022 Q3	$2.97K	Hold	77	–	–	﹤0.01%	215
2022 Q2	$3.06K	Hold	77	–	–	﹤0.01%	220
2022 Q1	$4K	Hold	77	–	–	﹤0.01%	224
2021 Q4	$5K	Hold	77	–	–	﹤0.01%	222
2021 Q3	$5K	Sell	77 -1	-1%	-$64	﹤0.01%	215
2021 Q2	$5K	Hold	78	–	–	﹤0.01%	216
2021 Q1	$5K	Hold	78	–	–	﹤0.01%	216
2020 Q4	$4K	Hold	78	–	–	﹤0.01%	221
2020 Q3	$2K	Hold	78	–	–	﹤0.01%	213
2020 Q2	$3K	Hold	78	–	–	﹤0.01%	229
2020 Q1	$3K	Hold	78	–	–	﹤0.01%	246
2019 Q4	$4K	Hold	78	–	–	﹤0.01%	269
2019 Q3	$3K	Hold	78	–	–	﹤0.01%	248
2019 Q2	$4K	Hold	78	–	–	﹤0.01%	223
2019 Q1	$4K	Sell	78 -4	-5%	-$188	﹤0.01%	223
2018 Q4	$3K	Buy	+82	New	+$3.7K	﹤0.01%	241

Other funds holding GE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acima Private Wealth's GE Position: Q2 2023 in Review

Acima Private Wealth sold out of GE Aerospace (GE) in Q2 2023, closing a stake of 60 shares — an estimated $4.59K sold.

Acima Private Wealth first reported a position in GE in Q4 2018 and held it in 18 quarters. The position peaked at $5K in Q4 2021. 1,736 funds tracked by Wall St. Rank hold GE as of Q2 2023.

Acima Private Wealth reported no remaining GE Aerospace position as of Q2 2023 after selling out during the quarter.
Acima Private Wealth sold 60 GE Aerospace shares in Q2 2023, an estimated $4.59K.
Acima Private Wealth first reported a position in GE Aerospace in Q4 2018 and held it in 18 quarters.
Acima Private Wealth's GE Aerospace position peaked at $5K in Q4 2021.
1,736 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2023.

Based on Acima Private Wealth's 13F filing for Q2 2023, filed 29 Feb 2024.