Filbrandt Wealth Management’s GE Aerospace GE Stock Holding History

Filbrandt 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 Q3	$21K	Sell	321 -421	-57%	-$27.1K	0.01%	113
2021 Q2	$50K	Hold	742	–	–	0.03%	88
2021 Q1	$49K	Sell	742 -11	-1%	-$666	0.03%	87
2020 Q4	$41K	Sell	753 -229	-23%	-$10.3K	0.03%	95
2020 Q3	$30K	Sell	982 -1,085	-52%	-$35.3K	0.02%	100
2020 Q2	$70K	Buy	2,067 +1,026	+99%	+$34.6K	0.06%	92
2020 Q1	$41K	Buy	1,041 +50	+5%	+$2.67K	0.05%	81
2019 Q4	$55K	Buy	+991	New	+$51.2K	0.05%	77

Other funds holding GE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Filbrandt Wealth Management's GE Position: Q3 2021 in Review

Filbrandt Wealth Management reduced its GE Aerospace (GE) stake by 57% in Q3 2021, selling an estimated $27.1K and leaving 321 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #113.

Filbrandt Wealth Management first reported a position in GE in Q4 2019 and has held it in 8 quarters since. The position peaked at $70K in Q2 2020. 1,600 funds tracked by Wall St. Rank hold GE as of Q3 2021.

Filbrandt Wealth Management held 321 shares of GE Aerospace worth $21K as of Q3 2021.
Filbrandt Wealth Management sold 421 GE Aerospace shares in Q3 2021, an estimated $27.1K.
GE Aerospace made up 0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #113 holding.
Filbrandt Wealth Management first reported a position in GE Aerospace in Q4 2019 and has held it in 8 quarters since.
Filbrandt Wealth Management's GE Aerospace position peaked at $70K in Q2 2020.
1,600 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.