Barber Financial Group’s GE Aerospace GE Stock Holding History

Barber Financial Group’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
2023 Q1	$205K	Buy	+2,683	New	+$179K	0.04%	139
2021 Q4	–	Sell	-3,356	Closed	-$215K	–	169
2021 Q3	$215K	Buy	3,356 +170	+5%	+$10.9K	0.03%	151
2021 Q2	$214K	Buy	3,186 +39	+1%	+$2.6K	0.03%	146
2021 Q1	$206K	Buy	3,147 +195	+7%	+$11.8K	0.03%	139
2020 Q4	$159K	Sell	2,952 -40	-1%	-$1.79K	0.03%	130
2020 Q3	$93K	Buy	2,992 +1	+0%	+$33	0.02%	125
2020 Q2	$102K	Buy	2,991 +305	+11%	+$10.3K	0.02%	119
2020 Q1	$106K	Buy	2,686 +47	+2%	+$2.51K	0.03%	108
2019 Q4	$147K	Buy	2,639 +11	+0.4%	+$568	0.03%	147
2019 Q3	$117K	Sell	2,628 -253	-9%	-$11.9K	0.02%	139
2019 Q2	$151K	Buy	2,881 +169	+6%	+$8.32K	0.04%	136
2019 Q1	$135K	Sell	2,712 -252	-9%	-$11.9K	0.03%	131
2018 Q4	$108K	Sell	2,964 -74	-2%	-$3.34K	0.02%	131
2018 Q3	$164K	Sell	3,038 -5	-0.2%	-$308	0.04%	128
2018 Q2	$198K	Buy	3,043 +443	+17%	+$29.5K	0.06%	115
2018 Q1	$168K	Buy	2,600 +261	+11%	+$19.3K	0.04%	124
2017 Q4	$196K	Buy	+2,339	New	+$223K	0.05%	116
2017 Q2	–	Sell	-1,536	Closed	-$219K	–	89
2017 Q1	$219K	Buy	1,536 +46	+3%	+$6.66K	0.07%	76
2016 Q4	$226K	Buy	+1,490	New	+$216K	0.08%	69

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barber Financial Group's GE Position: Q1 2023 in Review

Barber Financial Group opened a new position in GE Aerospace (GE) in Q1 2023: 2,683 shares worth $205K. The stake represents 0.04% of the portfolio and ranks #139 among its holdings. This is a return to the name: Barber Financial Group previously reported a position in GE as recently as Q3 2021.

Barber Financial Group first reported a position in GE in Q4 2016 and has held it in 19 quarters since. The position peaked at $226K in Q4 2016. 1,616 funds tracked by Wall St. Rank hold GE as of Q1 2023.

Barber Financial Group held 2,683 shares of GE Aerospace worth $205K as of Q1 2023.
GE Aerospace was a new Barber Financial Group position in Q1 2023.
GE Aerospace made up 0.04% of Barber Financial Group's portfolio in Q1 2023, its #139 holding.
Barber Financial Group first reported a position in GE Aerospace in Q4 2016 and has held it in 19 quarters since.
Barber Financial Group's GE Aerospace position peaked at $226K in Q4 2016.
1,616 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.