Geller Advisors’s RTX Corp RTX Stock Holding History

Geller Advisors’s Portfolio RTX Stock Details RTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$424K	Sell	3,661 -30	-0.8%	-$3.62K	0.03%	152
2024 Q3	$447K	Buy	3,691 +64	+2%	+$7.3K	0.03%	149
2024 Q2	$364K	Sell	3,627 -149	-4%	-$15.4K	0.03%	184
2024 Q1	$368K	Buy	3,776 +142	+4%	+$12.8K	0.03%	187
2023 Q4	$306K	Sell	3,634 -39	-1%	-$3.09K	0.03%	199
2023 Q3	$264K	Sell	3,673 -275	-7%	-$23.6K	0.03%	209
2023 Q2	$387K	Buy	3,948 +987	+33%	+$96.6K	0.05%	155
2023 Q1	$290K	Buy	2,961 +688	+30%	+$67.8K	0.04%	124
2022 Q4	$229K	Buy	+2,273	New	+$214K	0.04%	134
2020 Q3	–	Sell	-3,519	Closed	-$217K	–	88
2020 Q2	$217K	Buy	+3,519	New	+$220K	0.07%	74

Other funds holding RTX

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Geller Advisors's RTX Position: Q4 2024 in Review

Geller Advisors reduced its RTX Corp (RTX) stake by 0.81% in Q4 2024, selling an estimated $3.62K and leaving 3,661 shares worth $424K. The position accounts for 0.03% of the portfolio, ranked #152.

Geller Advisors first reported a position in RTX in Q2 2020 and has held it in 10 quarters since. The position peaked at $447K in Q3 2024. 2,826 funds tracked by Wall St. Rank hold RTX as of Q4 2024.

Geller Advisors held 3,661 shares of RTX Corp worth $424K as of Q4 2024.
Geller Advisors sold 30 RTX Corp shares in Q4 2024, an estimated $3.62K.
RTX Corp made up 0.03% of Geller Advisors's portfolio in Q4 2024, its #152 holding.
Geller Advisors first reported a position in RTX Corp in Q2 2020 and has held it in 10 quarters since.
Geller Advisors's RTX Corp position peaked at $447K in Q3 2024.
2,826 funds tracked by Wall St. Rank held RTX Corp as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.