CWM
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Congress Wealth Management’s GE Aerospace GE Stock Holding History

Congress 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
2025
Q2 		$10.1M Buy
39,051
+168
+0.4% +$36.9K 0.1% 244
2025
Q1 		$7.89M Buy
38,883
+30,057
+341% +$5.91M 0.09% 246
2024
Q4 		$1.47M Buy
8,826
+591
+7% +$105K 0.02% 457
2024
Q3 		$1.55M Buy
8,235
+2,310
+39% +$391K 0.02% 458
2024
Q2 		$942K Sell
5,925
-934
-14% -$149K 0.02% 436
2024
Q1 		$961K Sell
6,859
-366
-5% -$43.1K 0.02% 379
2023
Q4 		$736K Sell
7,225
-233
-3% -$21.6K 0.01% 416
2023
Q3 		$658K Buy
7,458
+298
+4% +$26.8K 0.01% 417
2023
Q2 		$628K Buy
7,160
+762
+12% +$61.7K 0.01% 389
2023
Q1 		$488K Sell
6,398
-833
-12% -$55.7K 0.01% 418
2022
Q4 		$377K Sell
7,231
-43
-0.6% -$2.11K 0.01% 447
2022
Q3 		$282K Sell
7,274
-361
-5% -$15.9K 0.01% 477
2022
Q2 		$303K Sell
7,635
-2,036
-21% -$98.7K 0.01% 477
2022
Q1 		$552K Sell
9,671
-1,279
-12% -$76.3K 0.01% 432
2021
Q4 		$645K Buy
+10,950
New +$688K 0.01% 435

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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