Financial Architects (New Jersey)’s GE Aerospace GE Stock Holding History

Financial Architects (New Jersey)’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
2019 Q4	–	Sell	-1,003	Closed	-$36K	–	932
2019 Q3	$36K	Sell	1,003 -201	-17%	-$9.45K	0.01%	493
2019 Q2	$53K	Buy	+1,204	New	+$59.3K	0.01%	502
2019 Q1	–	Sell	-209	Closed	-$8K	–	1451
2018 Q4	$8K	Buy	+209	New	+$9.44K	﹤0.01%	1039
2018 Q2	–	Sell	-417	Closed	-$27K	–	1386
2018 Q1	$27K	Sell	417 -3,756	-90%	-$278K	0.01%	808
2017 Q4	$350K	Buy	4,173 +2,712	+186%	+$259K	0.06%	215
2017 Q3	$169K	Buy	1,461 +418	+40%	+$50.5K	0.03%	369
2017 Q2	$135K	Buy	+1,043	New	+$143K	0.02%	410
2016 Q1	–	Sell	-2,713	Closed	-$53K	–	1163
2015 Q4	$53K	Buy	+2,713	New	+$385K	0.02%	211

Other funds holding GE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Financial Architects (New Jersey)'s GE Position: Q2 2023 in Review

Financial Architects (New Jersey) held its GE Aerospace (GE) position steady in Q2 2023 at 3,198 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #272.

Financial Architects (New Jersey) first reported a position in GE in Q2 2013 and has held it in 39 quarters since. The position peaked at $7.87M in Q4 2016. 1,737 funds tracked by Wall St. Rank hold GE as of Q2 2023.

Financial Architects (New Jersey) held 3,198 shares of GE Aerospace worth $280K as of Q2 2023.
Financial Architects (New Jersey) left its GE Aerospace share count unchanged in Q2 2023.
GE Aerospace made up 0.04% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #272 holding.
Financial Architects (New Jersey) first reported a position in GE Aerospace in Q2 2013 and has held it in 39 quarters since.
Financial Architects (New Jersey)'s GE Aerospace position peaked at $7.87M in Q4 2016.
1,737 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.