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BerganKDV Wealth Management’s GE Aerospace GE Stock Holding History

BerganKDV 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
2023
Q2 		$74K Buy
845
+74
+10% +$5.99K 0.01% 337
2023
Q1 		$58.8K Buy
771
+110
+17% +$7.36K 0.01% 375
2022
Q4 		$34.5K Sell
661
-4
-0.6% -$197 ﹤0.01% 416
2022
Q3 		$26K Sell
665
-10,473
-94% -$461K ﹤0.01% 455
2022
Q2 		$442K Buy
11,138
+9,860
+772% +$478K 0.05% 183
2022
Q1 		$73K Sell
1,278
-449
-26% -$26.8K 0.01% 348
2021
Q4 		$102K Sell
1,727
-1,584
-48% -$99.5K 0.01% 329
2021
Q3 		$213K Sell
3,311
-4,379
-57% -$282K 0.02% 243
2021
Q2 		$516K Buy
7,690
+4,454
+138% +$297K 0.06% 170
2021
Q1 		$212K Sell
3,236
-305
-9% -$18.5K 0.03% 233
2020
Q4 		$191K Sell
3,541
-139
-4% -$6.23K 0.03% 222
2020
Q3 		$114K Buy
3,680
+53
+1% +$1.72K 0.02% 252
2020
Q2 		$123K Buy
3,627
+43
+1% +$1.45K 0.02% 261
2020
Q1 		$142K Buy
3,584
+490
+16% +$26.1K 0.03% 228
2019
Q4 		$172K Buy
3,094
+173
+6% +$8.94K 0.03% 232
2019
Q3 		$130K Sell
2,921
-449
-13% -$21.1K 0.03% 239
2019
Q2 		$176K Sell
3,370
-1,963
-37% -$96.6K 0.03% 219
2019
Q1 		$266K Buy
5,333
+348
+7% +$16.4K 0.05% 178
2018
Q4 		$181K Sell
4,985
-590
-11% -$26.6K 0.04% 196
2018
Q3 		$302K Buy
5,575
+399
+8% +$24.6K 0.07% 159
2018
Q2 		$338K Buy
5,176
+2,003
+63% +$134K 0.08% 143
2018
Q1 		$205K Buy
+3,173
New +$235K 0.06% 186
2017
Q4 		– Sell
-2,547
Closed -$295K – 203
2017
Q3 		$295K Buy
2,547
+84
+3% +$10.2K 0.07% 162
2017
Q2 		$319K Buy
2,463
+7
+0.3% +$959 0.09% 137
2017
Q1 		$351K Buy
2,456
+30
+1% +$4.34K 0.1% 135
2016
Q4 		$367K Sell
2,426
-652
-21% -$94.7K 0.12% 129
2016
Q3 		$437K Sell
3,078
-1,047
-25% -$156K 0.15% 119
2016
Q2 		$622K Buy
4,125
+890
+28% +$130K 0.27% 81
2016
Q1 		$493K Buy
+3,235
New +$457K 0.3% 89

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BerganKDV Wealth Management's GE Position: Q2 2023 in Review

BerganKDV Wealth Management increased its GE Aerospace (GE) stake by 9.6% in Q2 2023, buying an estimated $5.99K and bringing the position to 845 shares worth $74K. The position accounts for 0.01% of the portfolio, ranked #337.

BerganKDV Wealth Management first reported a position in GE in Q1 2016 and has held it in 29 quarters since. The position peaked at $622K in Q2 2016. 1,736 funds tracked by Wall St. Rank hold GE as of Q2 2023.

  • BerganKDV Wealth Management held 845 shares of GE Aerospace worth $74K as of Q2 2023.
  • BerganKDV Wealth Management bought 74 GE Aerospace shares in Q2 2023, an estimated $5.99K.
  • GE Aerospace made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #337 holding.
  • BerganKDV Wealth Management first reported a position in GE Aerospace in Q1 2016 and has held it in 29 quarters since.
  • BerganKDV Wealth Management's GE Aerospace position peaked at $622K in Q2 2016.
  • 1,736 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.