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Capasso Planning Partners’s GE Aerospace GE Stock Holding History

Capasso Planning 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
Q4 		– Sell
-1,470
Closed -$277K – 119
2024
Q3 		$277K Buy
1,470
+18
+1% +$3.05K 0.08% 126
2024
Q2 		$231K Sell
1,452
-384
-21% -$61.3K 0.08% 130
2024
Q1 		$257K Buy
+1,836
New +$216K 0.11% 95

Other funds holding GE

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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

Capasso Planning Partners's GE Position: Q4 2024 in Review

Capasso Planning Partners sold out of GE Aerospace (GE) in Q4 2024, closing a stake of 1,470 shares — an estimated $277K sold.

Capasso Planning Partners first reported a position in GE in Q1 2024 and held it in 3 quarters. The position peaked at $277K in Q3 2024. 2,446 funds tracked by Wall St. Rank hold GE as of Q4 2024.

  • Capasso Planning Partners reported no remaining GE Aerospace position as of Q4 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 1,470 GE Aerospace shares in Q4 2024, an estimated $277K.
  • Capasso Planning Partners first reported a position in GE Aerospace in Q1 2024 and held it in 3 quarters.
  • Capasso Planning Partners's GE Aerospace position peaked at $277K in Q3 2024.
  • 2,446 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.