Cassady Schiller Wealth Management’s GE Aerospace GE Stock Holding History

Cassady Schiller 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	$67.4K	Buy	404 +64	+19%	+$11.4K	0.02%	183
2024 Q3	$64.1K	Sell	340 -86	-20%	-$14.6K	0.02%	185
2024 Q2	$67.7K	Sell	426 -623	-59%	-$99.5K	0.03%	176
2024 Q1	$147K	Sell	1,049 -64	-6%	-$7.54K	0.07%	134
2023 Q4	$113K	Hold	1,113	–	–	0.06%	141
2023 Q3	$98.2K	Hold	1,113	–	–	0.05%	148
2023 Q2	$97.5K	Sell	1,113 -698	-39%	-$56.5K	0.05%	149
2023 Q1	$138K	Buy	1,811 +466	+35%	+$31.2K	0.07%	124
2022 Q4	$70.2K	Buy	+1,345	New	+$66.1K	0.04%	164
2022 Q1	–	Sell	-2,433	Closed	-$143K	–	294
2021 Q4	$143K	Buy	+2,433	New	+$153K	0.09%	118

Other funds holding GE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cassady Schiller Wealth Management's GE Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its GE Aerospace (GE) stake by 19% in Q4 2024, buying an estimated $11.4K and bringing the position to 404 shares worth $67.4K. The position accounts for 0.02% of the portfolio, ranked #183.

Cassady Schiller Wealth Management first reported a position in GE in Q4 2021 and has held it in 10 quarters since. The position peaked at $147K in Q1 2024. 2,446 funds tracked by Wall St. Rank hold GE as of Q4 2024.

Cassady Schiller Wealth Management held 404 shares of GE Aerospace worth $67.4K as of Q4 2024.
Cassady Schiller Wealth Management bought 64 GE Aerospace shares in Q4 2024, an estimated $11.4K.
GE Aerospace made up 0.02% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #183 holding.
Cassady Schiller Wealth Management first reported a position in GE Aerospace in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's GE Aerospace position peaked at $147K in Q1 2024.
2,446 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.