Edge Wealth Management’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-59
| Closed | -$3K | – | 236 |
|
|
2021
Q4 | $3K | Hold |
59
| – | – | ﹤0.01% | 382 |
|
|
2021
Q3 | $4K | Sell |
59
-1
| -2% | -$64 | ﹤0.01% | 364 |
|
|
2021
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 355 |
|
|
2021
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 343 |
|
|
2020
Q4 | $3K | Sell |
60
-15
| -20% | -$672 | ﹤0.01% | 316 |
|
|
2020
Q3 | $2K | Sell |
75
-934
| -93% | -$30.4K | ﹤0.01% | 387 |
|
|
2020
Q2 | $34K | Sell |
1,009
-18
| -2% | -$607 | 0.01% | 305 |
|
|
2020
Q1 | $41K | Sell |
1,027
-903
| -47% | -$48.1K | 0.01% | 264 |
|
|
2019
Q4 | $106K | Buy |
1,930
+519
| +37% | +$26.8K | 0.02% | 189 |
|
|
2019
Q3 | $62K | Buy |
1,411
+1,001
| +244% | +$47K | 0.01% | 230 |
|
|
2019
Q2 | $21K | Hold |
410
| – | – | ﹤0.01% | 330 |
|
|
2019
Q1 | $20K | Sell |
410
-434
| -51% | -$20.4K | ﹤0.01% | 332 |
|
|
2018
Q4 | $31K | Buy |
844
+271
| +47% | +$12.2K | 0.01% | 285 |
|
|
2018
Q3 | $31K | Sell |
573
-7,717
| -93% | -$476K | 0.01% | 311 |
|
|
2018
Q2 | $541K | Buy |
8,290
+7,444
| +880% | +$497K | 0.14% | 91 |
|
|
2018
Q1 | $55K | Sell |
846
-96,909
| -99% | -$7.18M | 0.01% | 216 |
|
|
2017
Q4 | $8.16M | Sell |
97,755
-10,735
| -10% | -$1.02M | 2.31% | 14 |
|
|
2017
Q3 | $12.6M | Buy |
108,490
+24,100
| +29% | +$2.91M | 3.8% | 5 |
|
|
2017
Q2 | $11M | Buy |
84,390
+16,439
| +24% | +$2.25M | 3.48% | 7 |
|
|
2017
Q1 | $9.71M | Buy |
67,951
+19,659
| +41% | +$2.85M | 3.37% | 9 |
|
|
2016
Q4 | $7.31M | Buy |
48,292
+4,194
| +10% | +$609K | 2.77% | 11 |
|
|
2016
Q3 | $6.1M | Buy |
44,098
+516
| +1% | +$77K | 2.59% | 13 |
|
|
2016
Q2 | $6.57M | Buy |
43,582
+91
| +0.2% | +$13.3K | 2.73% | 12 |
|
|
2016
Q1 | $6.63M | Sell |
43,491
-29,328
| -40% | -$4.14M | 3.01% | 10 |
|
|
2015
Q4 | $10.9M | Sell |
72,819
-15,313
| -17% | -$2.17M | 4.12% | 3 |
|
|
2015
Q3 | $10.6M | Buy |
88,132
+1,059
| +1% | +$130K | 3.98% | 2 |
|
|
2015
Q2 | $11.1M | Sell |
87,073
-10,300
| -11% | -$1.34M | 3.81% | 4 |
|
|
2015
Q1 | $11.6M | Sell |
97,373
-2,083
| -2% | -$248K | 3.9% | 5 |
|
|
2014
Q4 | $12.1M | Sell |
99,456
-3,838
| -4% | -$472K | 4.43% | 5 |
|
|
2014
Q3 | $12.7M | Buy |
103,294
+5,568
| +6% | +$694K | 4.89% | 4 |
|
|
2014
Q2 | $12.3M | Buy |
97,726
+3,022
| +3% | +$384K | 5.12% | 3 |
|
|
2014
Q1 | $11.8M | Buy |
94,704
+9,969
| +12% | +$1.23M | 4.92% | 3 |
|
|
2013
Q4 | $11.4M | Sell |
84,735
-1,611
| -2% | -$203K | 5.26% | 2 |
|
|
2013
Q3 | $9.88M | Buy |
86,346
+5,471
| +7% | +$627K | 6.03% | 1 |
|
|
2013
Q2 | $9.06M | Buy |
+80,875
| New | +$8.95M | 6.06% | 1 |
|
Other funds holding GE
Edge Wealth Management's GE Position: Q1 2022 in Review
Edge Wealth Management sold out of GE Aerospace (GE) in Q1 2022, closing a stake of 59 shares — an estimated $3K sold.
Edge Wealth Management first reported a position in GE in Q2 2013 and held it in 35 quarters. The position peaked at $12.7M in Q3 2014. 1,563 funds tracked by Wall St. Rank hold GE as of Q1 2022.
- Edge Wealth Management reported no remaining GE Aerospace position as of Q1 2022 after selling out during the quarter.
- Edge Wealth Management sold 59 GE Aerospace shares in Q1 2022, an estimated $3K.
- Edge Wealth Management first reported a position in GE Aerospace in Q2 2013 and held it in 35 quarters.
- Edge Wealth Management's GE Aerospace position peaked at $12.7M in Q3 2014.
- 1,563 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2022.
Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.