B. Riley Wealth Management’s GE Aerospace GE Stock Holding History

B. Riley 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	$242	Buy	6,096 +655	+12%	+$31.7K	﹤0.01%	604
2022 Q1	$310K	Sell	5,441 -1,674	-24%	-$99.9K	0.02%	436
2021 Q4	$419K	Sell	7,115 -2,108	-23%	-$132K	0.03%	392
2021 Q3	$592K	Buy	+9,223	New	+$593K	0.05%	298
2020 Q3	–	Sell	-5,309	Closed	-$181K	–	452
2020 Q2	$181K	Sell	5,309 -8,471	-61%	-$286K	0.02%	378
2020 Q1	$546K	Buy	13,780 +6,405	+87%	+$342K	0.06%	256
2019 Q4	$410K	Buy	7,375 +200	+3%	+$10.3K	0.06%	237
2019 Q3	$320K	Sell	7,175 -127	-2%	-$5.97K	0.06%	262
2019 Q2	$382	Sell	7,302 -1,223	-14%	-$60.2K	0.06%	245
2019 Q1	$425K	Buy	8,525 +483	+6%	+$22.7K	0.07%	228
2018 Q4	$292K	Sell	8,042 -82	-1%	-$3.7K	0.06%	251
2018 Q3	$440K	Buy	+8,124	New	+$501K	0.11%	161
2016 Q1	$766K	Sell	5,032 -3,635	-42%	-$513K	1.14%	21
2015 Q4	$1.29M	Buy	8,667 +369	+4%	+$52.4K	1.65%	10
2015 Q3	$1M	Sell	8,298 -100	-1%	-$12.3K	1.42%	12
2015 Q2	$1.07M	Sell	8,398 -37	-0.4%	-$4.8K	0.85%	16
2015 Q1	$1M	Sell	8,435 -556	-6%	-$66.2K	0.75%	21
2014 Q4	$1.09M	Buy	8,991 +826	+10%	+$102K	0.89%	18
2014 Q3	$1M	Sell	8,165 -820	-9%	-$102K	0.74%	23
2014 Q2	$1.13M	Buy	8,985 +351	+4%	+$44.6K	0.73%	21
2014 Q1	$1.07M	Buy	+8,634	New	+$1.07M	0.79%	16

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

B. Riley Wealth Management's GE Position: Q2 2022 in Review

B. Riley Wealth Management increased its GE Aerospace (GE) stake by 12% in Q2 2022, buying an estimated $31.7K and bringing the position to 6,096 shares worth $242. The position accounts for ﹤0.01% of the portfolio, ranked #604.

B. Riley Wealth Management first reported a position in GE in Q1 2014 and has held it in 21 quarters since. The position peaked at $1.29M in Q4 2015. 1,469 funds tracked by Wall St. Rank hold GE as of Q2 2022.

B. Riley Wealth Management held 6,096 shares of GE Aerospace worth $242 as of Q2 2022.
B. Riley Wealth Management bought 655 GE Aerospace shares in Q2 2022, an estimated $31.7K.
GE Aerospace made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #604 holding.
B. Riley Wealth Management first reported a position in GE Aerospace in Q1 2014 and has held it in 21 quarters since.
B. Riley Wealth Management's GE Aerospace position peaked at $1.29M in Q4 2015.
1,469 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.