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Axim Planning & Wealth’s GE Aerospace GE Stock Holding History

Axim Planning & 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
2022
Q4 		– Sell
-247
Closed -$10K – 81
2022
Q3 		$10K Buy
+247
New +$10.9K 0.01% 112

Other funds holding GE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Axim Planning & Wealth's GE Position: Q4 2022 in Review

Axim Planning & Wealth sold out of GE Aerospace (GE) in Q4 2022, closing a stake of 247 shares — an estimated $10K sold.

Axim Planning & Wealth first reported a position in GE in Q3 2022 and held it in 1 quarter. The position peaked at $10K in Q3 2022. 1,573 funds tracked by Wall St. Rank hold GE as of Q4 2022.

  • Axim Planning & Wealth reported no remaining GE Aerospace position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 247 GE Aerospace shares in Q4 2022, an estimated $10K.
  • Axim Planning & Wealth first reported a position in GE Aerospace in Q3 2022 and held it in 1 quarter.
  • Axim Planning & Wealth's GE Aerospace position peaked at $10K in Q3 2022.
  • 1,573 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.