Custom Portfolio Group’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$80.9K Sell
509
-129
-20% -$20.6K 0.06% 83
2024
Q1
$89.3K Hold
638
0.07% 77
2023
Q4
$65K Buy
+638
New +$59.1K 0.06% 83

Other funds holding GE

Custom Portfolio Group's GE Position: Q2 2024 in Review

Custom Portfolio Group reduced its GE Aerospace (GE) stake by 20% in Q2 2024, selling an estimated $20.6K and leaving 509 shares worth $80.9K. The position accounts for 0.06% of the portfolio, ranked #83.

Custom Portfolio Group first reported a position in GE in Q4 2023 and has held it in 3 quarters since. The position peaked at $89.3K in Q1 2024. 2,181 funds tracked by Wall St. Rank hold GE as of Q2 2024.

  • Custom Portfolio Group held 509 shares of GE Aerospace worth $80.9K as of Q2 2024.
  • Custom Portfolio Group sold 129 GE Aerospace shares in Q2 2024, an estimated $20.6K.
  • GE Aerospace made up 0.06% of Custom Portfolio Group's portfolio in Q2 2024, its #83 holding.
  • Custom Portfolio Group first reported a position in GE Aerospace in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's GE Aerospace position peaked at $89.3K in Q1 2024.
  • 2,181 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.