FirstPurpose Wealth’s GE Aerospace GE Stock Holding History

FirstPurpose Wealth’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 Q1	$632K	Hold	5,057	–	–	0.23%	79
2023 Q4	$515K	Sell	5,057 -40	-0.8%	-$3.71K	0.2%	86
2023 Q3	$450K	Sell	5,097 -25	-0.5%	-$2.25K	0.19%	89
2023 Q2	$449K	Sell	5,122 -20	-0.4%	-$1.62K	0.19%	93
2023 Q1	$392K	Sell	5,142 -1,627	-24%	-$109K	0.19%	95
2022 Q4	$353K	Hold	6,769	–	–	0.2%	93
2022 Q3	$261K	Sell	6,769 -1,500	-18%	-$66K	0.17%	109
2022 Q2	$328K	Buy	8,269 +1,590	+24%	+$77K	0.22%	83
2022 Q1	$381K	Buy	+6,679	New	+$398K	0.3%	73

Other funds holding GE

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

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

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

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

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

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

FirstPurpose Wealth's GE Position: Q1 2024 in Review

FirstPurpose Wealth held its GE Aerospace (GE) position steady in Q1 2024 at 5,057 shares worth $632K. The position accounts for 0.23% of the portfolio, ranked #79.

FirstPurpose Wealth first reported a position in GE in Q1 2022 and has held it in 9 quarters since. 2,194 funds tracked by Wall St. Rank hold GE as of Q1 2024.

FirstPurpose Wealth held 5,057 shares of GE Aerospace worth $632K as of Q1 2024.
FirstPurpose Wealth left its GE Aerospace share count unchanged in Q1 2024.
GE Aerospace made up 0.23% of FirstPurpose Wealth's portfolio in Q1 2024, its #79 holding.
FirstPurpose Wealth first reported a position in GE Aerospace in Q1 2022 and has held it in 9 quarters since.
2,194 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.