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FRG Family Wealth Advisors’s GE Aerospace GE Stock Holding History

FRG Family Wealth Advisors’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 		– Sell
-481
Closed -$62.1K – 227
2024
Q1 		$62.1K Buy
+481
New +$56.7K 0.01% 196
2019
Q1 		– Sell
-2,485
Closed -$90K – 127
2018
Q4 		$90K Sell
2,485
-3,897
-61% -$176K 0.03% 126
2018
Q3 		$345K Sell
6,382
-3,362
-35% -$207K 0.09% 117
2018
Q2 		$636K Sell
9,744
-3,930
-29% -$262K 0.19% 96
2018
Q1 		$883K Sell
13,674
-5,361
-28% -$397K 0.29% 83
2017
Q4 		$1.59M Sell
19,035
-14,382
-43% -$1.37M 0.51% 62
2017
Q3 		$3.87M Sell
33,417
-434
-1% -$52.5K 1.34% 18
2017
Q2 		$4.38M Sell
33,851
-523
-2% -$71.7K 1.61% 14
2017
Q1 		$4.92M Buy
34,374
+450
+1% +$65.1K 1.92% 10
2016
Q4 		$5.14M Buy
33,924
+2,185
+7% +$317K 2.15% 7
2016
Q3 		$4.5M Buy
31,739
+306
+1% +$45.7K 2.03% 8
2016
Q2 		$4.74M Buy
31,433
+378
+1% +$55.1K 2.14% 7
2016
Q1 		$4.74M Sell
31,055
-1,647
-5% -$233K 2.3% 6
2015
Q4 		$4.88M Buy
+32,702
New +$4.64M 2.38% 5

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

FRG Family Wealth Advisors's GE Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of GE Aerospace (GE) in Q2 2024, closing a stake of 481 shares — an estimated $62.1K sold.

FRG Family Wealth Advisors first reported a position in GE in Q4 2015 and held it in 14 quarters. The position peaked at $5.14M in Q4 2016. 2,176 funds tracked by Wall St. Rank hold GE as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining GE Aerospace position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 481 GE Aerospace shares in Q2 2024, an estimated $62.1K.
  • FRG Family Wealth Advisors first reported a position in GE Aerospace in Q4 2015 and held it in 14 quarters.
  • FRG Family Wealth Advisors's GE Aerospace position peaked at $5.14M in Q4 2016.
  • 2,176 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.