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Defined Wealth Management’s GE Aerospace GE Stock Holding History

Defined 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
2021
Q1 		– Sell
-120
Closed -$6K – 134
2020
Q4 		$6K Buy
+120
New +$5.38K 0.01% 184

Other funds holding GE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Defined Wealth Management's GE Position: Q1 2021 in Review

Defined Wealth Management sold out of GE Aerospace (GE) in Q1 2021, closing a stake of 120 shares — an estimated $6K sold.

Defined Wealth Management first reported a position in GE in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 1,899 funds tracked by Wall St. Rank hold GE as of Q1 2021.

  • Defined Wealth Management reported no remaining GE Aerospace position as of Q1 2021 after selling out during the quarter.
  • Defined Wealth Management sold 120 GE Aerospace shares in Q1 2021, an estimated $6K.
  • Defined Wealth Management first reported a position in GE Aerospace in Q4 2020 and held it in 1 quarter.
  • Defined Wealth Management's GE Aerospace position peaked at $6K in Q4 2020.
  • 1,899 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.