AJ Wealth Strategies’s GE Aerospace GE Stock Holding History

AJ Wealth Strategies’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	$219K	Buy	+2,498	New	+$202K	0.01%	271
2021 Q4	–	Sell	-3,268	Closed	-$210K	–	316
2021 Q3	$210K	Hold	3,268	–	–	0.01%	266
2021 Q2	$219K	Buy	3,268 +203	+7%	+$13.5K	0.01%	257
2021 Q1	$201K	Buy	3,065 +243	+9%	+$14.7K	0.01%	248
2020 Q4	$152K	Buy	2,822 +214	+8%	+$9.59K	0.01%	228
2020 Q3	$81K	Buy	2,608 +279	+12%	+$9.07K	0.01%	216
2020 Q2	$79K	Buy	+2,329	New	+$78.5K	0.01%	199

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

AJ Wealth Strategies's GE Position: Q2 2023 in Review

AJ Wealth Strategies opened a new position in GE Aerospace (GE) in Q2 2023: 2,498 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #271 among its holdings. This is a return to the name: AJ Wealth Strategies previously reported a position in GE as recently as Q3 2021.

AJ Wealth Strategies first reported a position in GE in Q2 2020 and has held it in 7 quarters since. 1,736 funds tracked by Wall St. Rank hold GE as of Q2 2023.

AJ Wealth Strategies held 2,498 shares of GE Aerospace worth $219K as of Q2 2023.
GE Aerospace was a new AJ Wealth Strategies position in Q2 2023.
GE Aerospace made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #271 holding.
AJ Wealth Strategies first reported a position in GE Aerospace in Q2 2020 and has held it in 7 quarters since.
1,736 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.