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Carolinas Wealth Consulting’s GE Aerospace GE Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-766
Closed -$153K – 355
2025
Q1 		$153K Buy
766
+8
+1% +$1.57K 0.03% 199
2024
Q4 		$126K Sell
758
-128
-14% -$22.8K 0.02% 223
2024
Q3 		$167K Buy
886
+221
+33% +$37.4K 0.03% 200
2024
Q2 		$106K Sell
665
-64
-9% -$10.2K 0.02% 247
2024
Q1 		$102K Buy
729
+383
+111% +$45.1K 0.02% 252
2023
Q4 		$35.2K Hold
346
– – 0.01% 383
2023
Q3 		$30K Sell
346
-490
-59% -$44K 0.01% 378
2023
Q2 		$73.2K Buy
836
+2
+0.2% +$162 0.01% 299
2023
Q1 		$63.7K Sell
834
-235
-22% -$15.7K 0.01% 324
2022
Q4 		$55.8K Sell
1,069
-24
-2% -$1.18K 0.01% 334
2022
Q3 		$42K Buy
1,093
+2
+0.2% +$88 0.01% 351
2022
Q2 		$43K Hold
1,091
– – 0.01% 350
2022
Q1 		$62K Sell
1,091
-39
-3% -$2.33K 0.01% 319
2021
Q4 		$67K Sell
1,130
-151
-12% -$9.49K 0.01% 320
2021
Q3 		$74K Buy
+1,281
New +$82.4K 0.02% 280
2021
Q2 		– Sell
-915
Closed -$60K – 961
2021
Q1 		$60K Sell
915
-179
-16% -$10.8K 0.01% 334
2020
Q4 		$59K Sell
1,094
-541
-33% -$24.2K 0.02% 314
2020
Q3 		$51K Sell
1,635
-276
-14% -$8.97K 0.02% 278
2020
Q2 		$65K Buy
+1,911
New +$64.4K 0.03% 177

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Carolinas Wealth Consulting's GE Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of GE Aerospace (GE) in Q2 2025, closing a stake of 766 shares — an estimated $153K sold.

Carolinas Wealth Consulting first reported a position in GE in Q2 2020 and held it in 19 quarters. The position peaked at $167K in Q3 2024. 2,809 funds tracked by Wall St. Rank hold GE as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining GE Aerospace position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 766 GE Aerospace shares in Q2 2025, an estimated $153K.
  • Carolinas Wealth Consulting first reported a position in GE Aerospace in Q2 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's GE Aerospace position peaked at $167K in Q3 2024.
  • 2,809 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.