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EnRich Financial Partners’s GE Aerospace GE Stock Holding History

EnRich Financial Partners’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
2025
Q1 		– Sell
-398
Closed -$66.4K – 119
2024
Q4 		$66.4K Hold
398
– – 0.02% 99
2024
Q3 		$75.1K Hold
398
– – 0.03% 89
2024
Q2 		$63.3K Sell
398
-101
-20% -$16.1K 0.02% 93
2024
Q1 		$69.9K Buy
+499
New +$58.8K 0.03% 83

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

EnRich Financial Partners's GE Position: Q1 2025 in Review

EnRich Financial Partners sold out of GE Aerospace (GE) in Q1 2025, closing a stake of 398 shares — an estimated $66.4K sold.

EnRich Financial Partners first reported a position in GE in Q1 2024 and held it in 4 quarters. The position peaked at $75.1K in Q3 2024. 2,613 funds tracked by Wall St. Rank hold GE as of Q1 2025.

  • EnRich Financial Partners reported no remaining GE Aerospace position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 398 GE Aerospace shares in Q1 2025, an estimated $66.4K.
  • EnRich Financial Partners first reported a position in GE Aerospace in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's GE Aerospace position peaked at $75.1K in Q3 2024.
  • 2,613 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.