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Campbell Wealth Management’s GE Aerospace GE Stock Holding History

Campbell 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
2024
Q4 		$261K Buy
+1,567
New +$280K 0.02% 78
2024
Q2 		– Sell
-2,037
Closed -$285K – 58
2024
Q1 		$285K Buy
+2,037
New +$240K 0.03% 64
2020
Q3 		– Sell
-1,423
Closed -$48K – 168
2020
Q2 		$48K Buy
+1,423
New +$48K 0.01% 161

Other funds holding GE

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Campbell Wealth Management's GE Position: Q4 2024 in Review

Campbell Wealth Management opened a new position in GE Aerospace (GE) in Q4 2024: 1,567 shares worth $261K. The stake represents 0.02% of the portfolio and ranks #78 among its holdings. This is a return to the name: Campbell Wealth Management previously reported a position in GE as recently as Q1 2024.

Campbell Wealth Management first reported a position in GE in Q2 2020 and has held it in 3 quarters since. The position peaked at $285K in Q1 2024. 2,446 funds tracked by Wall St. Rank hold GE as of Q4 2024.

  • Campbell Wealth Management held 1,567 shares of GE Aerospace worth $261K as of Q4 2024.
  • GE Aerospace was a new Campbell Wealth Management position in Q4 2024.
  • GE Aerospace made up 0.02% of Campbell Wealth Management's portfolio in Q4 2024, its #78 holding.
  • Campbell Wealth Management first reported a position in GE Aerospace in Q2 2020 and has held it in 3 quarters since.
  • Campbell Wealth Management's GE Aerospace position peaked at $285K in Q1 2024.
  • 2,446 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.