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Delap Wealth Advisory’s GE Aerospace GE Stock Holding History

Delap Wealth Advisory’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
2024
Q2 		– Sell
-4,115
Closed -$576K – 193
2024
Q1 		$576K Buy
+4,115
New +$485K 0.23% 64

Other funds holding GE

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Delap Wealth Advisory's GE Position: Q2 2024 in Review

Delap Wealth Advisory sold out of GE Aerospace (GE) in Q2 2024, closing a stake of 4,115 shares — an estimated $576K sold.

Delap Wealth Advisory first reported a position in GE in Q1 2024 and held it in 1 quarter. The position peaked at $576K in Q1 2024. 2,176 funds tracked by Wall St. Rank hold GE as of Q2 2024.

  • Delap Wealth Advisory reported no remaining GE Aerospace position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 4,115 GE Aerospace shares in Q2 2024, an estimated $576K.
  • Delap Wealth Advisory first reported a position in GE Aerospace in Q1 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's GE Aerospace position peaked at $576K in Q1 2024.
  • 2,176 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.