Altium Wealth Management’s GE Aerospace GE Stock Holding History

Altium 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
2022 Q2	$494K	Sell	12,447 -1,291	-9%	-$62.6K	0.04%	243
2022 Q1	$783K	Sell	13,738 -2,796	-17%	-$167K	0.05%	189
2021 Q4	$973K	Buy	16,534 +1,655	+11%	+$104K	0.06%	155
2021 Q3	$955K	Sell	14,879 -299	-2%	-$19.2K	0.07%	143
2021 Q2	$1.02M	Sell	15,178 -596	-4%	-$39.8K	0.07%	129
2021 Q1	$1.03M	Buy	15,774 +719	+5%	+$43.5K	0.08%	114
2020 Q4	$810K	Buy	15,055 +2,775	+23%	+$124K	0.07%	121
2020 Q3	$381K	Sell	12,280 -2,593	-17%	-$84.3K	0.04%	230
2020 Q2	$506K	Sell	14,873 -9,091	-38%	-$307K	0.06%	157
2020 Q1	$948K	Buy	23,964 +2,751	+13%	+$147K	0.13%	85
2019 Q4	$1.18M	Buy	21,213 +783	+4%	+$40.5K	0.14%	83
2019 Q3	$910K	Buy	20,430 +896	+5%	+$42.1K	0.12%	99
2019 Q2	$1.02M	Buy	19,534 +984	+5%	+$48.4K	0.15%	80
2019 Q1	$924K	Sell	18,550 -613	-3%	-$28.9K	0.15%	88
2018 Q4	$695K	Buy	19,163 +2,678	+16%	+$121K	0.13%	110
2018 Q3	$892K	Sell	16,485 -118	-0.7%	-$7.27K	0.17%	94
2018 Q2	$1.08M	Buy	16,603 +12,192	+276%	+$813K	0.29%	66
2018 Q1	$285K	Buy	4,411 +646	+17%	+$47.9K	0.11%	135
2017 Q4	$317K	Buy	+3,765	New	+$359K	0.15%	114

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Altium Wealth Management's GE Position: Q2 2022 in Review

Altium Wealth Management reduced its GE Aerospace (GE) stake by 9.4% in Q2 2022, selling an estimated $62.6K and leaving 12,447 shares worth $494K. The position accounts for 0.04% of the portfolio, ranked #243.

Altium Wealth Management first reported a position in GE in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.18M in Q4 2019. 1,469 funds tracked by Wall St. Rank hold GE as of Q2 2022.

Altium Wealth Management held 12,447 shares of GE Aerospace worth $494K as of Q2 2022.
Altium Wealth Management sold 1,291 GE Aerospace shares in Q2 2022, an estimated $62.6K.
GE Aerospace made up 0.04% of Altium Wealth Management's portfolio in Q2 2022, its #243 holding.
Altium Wealth Management first reported a position in GE Aerospace in Q4 2017 and has held it in 19 quarters since.
Altium Wealth Management's GE Aerospace position peaked at $1.18M in Q4 2019.
1,469 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.