Atria Wealth Solutions’s GE Aerospace GE Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$9.11M	Sell	35,808 -9,684	-21%	-$2.12M	0.21%	108
2025 Q1	$9.11M	Buy	45,492 +2,566	+6%	+$505K	0.11%	200
2024 Q4	$7.16M	Sell	42,926 -1,009	-2%	-$180K	0.08%	259
2024 Q3	$8.29M	Sell	43,935 -2,494	-5%	-$423K	0.09%	233
2024 Q2	$7.38M	Sell	46,429 -15,725	-25%	-$2.51M	0.08%	251
2024 Q1	$8.71M	Buy	62,154 +4,709	+8%	+$555K	0.1%	221
2023 Q4	$5.85M	Sell	57,445 -669	-1%	-$62K	0.07%	270
2023 Q3	$5.13M	Buy	58,114 +1,678	+3%	+$151K	0.07%	287
2023 Q2	$4.95M	Buy	56,436 +704	+1%	+$57K	0.07%	289
2023 Q1	$4.25M	Sell	55,732 -31,941	-36%	-$2.14M	0.06%	305
2022 Q4	$4.58M	Sell	87,673 -1,827	-2%	-$89.8K	0.07%	270
2022 Q3	$3.45M	Buy	89,500 +52,196	+140%	+$2.3M	0.06%	319
2022 Q2	$1.48M	Sell	37,304 -42,191	-53%	-$2.04M	0.03%	545
2022 Q1	$4.54M	Buy	+79,495	New	+$4.74M	0.08%	274

Other funds holding GE

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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