Aspire Wealth Management’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$451K Sell
2,392
-50
-2% -$8.47K 0.24% 67
2024
Q2
$388K Sell
2,442
-555
-19% -$88.6K 0.22% 72
2024
Q1
$420K Hold
2,997
0.25% 65
2023
Q4
$305K Sell
2,997
-63
-2% -$5.84K 0.21% 72
2023
Q3
$270K Sell
3,060
-189
-6% -$17K 0.21% 71
2023
Q2
$285K Hold
3,249
0.22% 67
2023
Q1
$248K Sell
3,249
-833
-20% -$55.7K 0.2% 78
2022
Q4
$213K Buy
+4,082
New +$201K 0.19% 83
2022
Q2
Sell
-4,095
Closed -$233K 177
2022
Q1
$233K Buy
+4,095
New +$244K 0.18% 83

Other funds holding GE

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

Aspire Wealth Management reduced its GE Aerospace (GE) stake by 2% in Q3 2024, selling an estimated $8.47K and leaving 2,392 shares worth $451K. The position accounts for 0.24% of the portfolio, ranked #67.

Aspire Wealth Management first reported a position in GE in Q1 2022 and has held it in 9 quarters since. 2,361 funds tracked by Wall St. Rank hold GE as of Q3 2024.

  • Aspire Wealth Management held 2,392 shares of GE Aerospace worth $451K as of Q3 2024.
  • Aspire Wealth Management sold 50 GE Aerospace shares in Q3 2024, an estimated $8.47K.
  • GE Aerospace made up 0.24% of Aspire Wealth Management's portfolio in Q3 2024, its #67 holding.
  • Aspire Wealth Management first reported a position in GE Aerospace in Q1 2022 and has held it in 9 quarters since.
  • 2,361 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.