Curi Wealth Management’s GE Aerospace GE Stock Holding History

Curi 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
2022 Q3	–	Sell	-326	Closed	-$13K	–	386
2022 Q2	$13K	Hold	326	–	–	﹤0.01%	346
2022 Q1	$18K	Hold	326	–	–	﹤0.01%	297
2021 Q4	$19K	Buy	+326	New	+$20.5K	﹤0.01%	256
2021 Q1	–	Sell	-1,230	Closed	-$66K	–	246
2020 Q4	$66K	Buy	+1,230	New	+$55.1K	0.05%	136

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Curi Wealth Management's GE Position: Q3 2022 in Review

Curi Wealth Management sold out of GE Aerospace (GE) in Q3 2022, closing a stake of 326 shares — an estimated $13K sold.

Curi Wealth Management first reported a position in GE in Q4 2020 and held it in 4 quarters. The position peaked at $66K in Q4 2020. 1,426 funds tracked by Wall St. Rank hold GE as of Q3 2022.

Curi Wealth Management reported no remaining GE Aerospace position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 326 GE Aerospace shares in Q3 2022, an estimated $13K.
Curi Wealth Management first reported a position in GE Aerospace in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's GE Aerospace position peaked at $66K in Q4 2020.
1,426 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.