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FMFE Wealth Management’s GE Aerospace GE Stock Holding History

FMFE 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
2024
Q2 		$474K Sell
2,982
-754
-20% -$120K 0.44% 11
2024
Q1 		$523K Sell
3,736
-10
-0.3% -$1.18K 0.48% 11
2023
Q4 		$382K Buy
+3,746
New +$347K 0.38% 11

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FMFE Wealth Management's GE Position: Q2 2024 in Review

FMFE Wealth Management reduced its GE Aerospace (GE) stake by 20% in Q2 2024, selling an estimated $120K and leaving 2,982 shares worth $474K. The position accounts for 0.44% of the portfolio, ranked #11.

FMFE Wealth Management first reported a position in GE in Q4 2023 and has held it in 3 quarters since. The position peaked at $523K in Q1 2024. 2,177 funds tracked by Wall St. Rank hold GE as of Q2 2024.

  • FMFE Wealth Management held 2,982 shares of GE Aerospace worth $474K as of Q2 2024.
  • FMFE Wealth Management sold 754 GE Aerospace shares in Q2 2024, an estimated $120K.
  • GE Aerospace made up 0.44% of FMFE Wealth Management's portfolio in Q2 2024, its #11 holding.
  • FMFE Wealth Management first reported a position in GE Aerospace in Q4 2023 and has held it in 3 quarters since.
  • FMFE Wealth Management's GE Aerospace position peaked at $523K in Q1 2024.
  • 2,177 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2024.

Based on FMFE Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.