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Barlow Wealth Partners’s GE Aerospace GE Stock Holding History

Barlow Wealth Partners’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
2024
Q2 		– Sell
-1,907
Closed -$235K – 156
2024
Q1 		$235K Buy
+1,907
New +$225K 0.03% 137

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barlow Wealth Partners's GE Position: Q2 2024 in Review

Barlow Wealth Partners sold out of GE Aerospace (GE) in Q2 2024, closing a stake of 1,907 shares — an estimated $235K sold.

Barlow Wealth Partners first reported a position in GE in Q1 2024 and held it in 1 quarter. The position peaked at $235K in Q1 2024. 2,176 funds tracked by Wall St. Rank hold GE as of Q2 2024.

  • Barlow Wealth Partners reported no remaining GE Aerospace position as of Q2 2024 after selling out during the quarter.
  • Barlow Wealth Partners sold 1,907 GE Aerospace shares in Q2 2024, an estimated $235K.
  • Barlow Wealth Partners first reported a position in GE Aerospace in Q1 2024 and held it in 1 quarter.
  • Barlow Wealth Partners's GE Aerospace position peaked at $235K in Q1 2024.
  • 2,176 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2024.

Based on Barlow Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.