Clear Perspectives Financial Planning’s GE Aerospace GE Stock Holding History

Clear Perspectives Financial Planning’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 Q1	$96	Sell	1 -1	-50%	-$67	﹤0.01%	190
2022 Q4	$84	Buy	+2	New	+$98	﹤0.01%	228
2022 Q1	–	Sell	-2	Closed	–	–	219
2021 Q4	$0	Hold	2	–	–	﹤0.01%	226
2021 Q3	$0	Hold	2	–	–	﹤0.01%	215
2021 Q2	$0	Hold	2	–	–	﹤0.01%	202
2021 Q1	$0	Hold	2	–	–	﹤0.01%	185
2020 Q4	$0	Buy	+2	New	+$90	﹤0.01%	180

Other funds holding GE

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

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Clear Perspectives Financial Planning's GE Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its GE Aerospace (GE) stake by 50% in Q1 2023, selling an estimated $67 and leaving 1 share worth $96. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Clear Perspectives Financial Planning first reported a position in GE in Q4 2020 and has held it in 7 quarters since. 1,616 funds tracked by Wall St. Rank hold GE as of Q1 2023.

Clear Perspectives Financial Planning held 1 share of GE Aerospace worth $96 as of Q1 2023.
Clear Perspectives Financial Planning sold 1 GE Aerospace share in Q1 2023, an estimated $67.
GE Aerospace made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #190 holding.
Clear Perspectives Financial Planning first reported a position in GE Aerospace in Q4 2020 and has held it in 7 quarters since.
1,616 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.