GWMIA
GE icon

Global Wealth Management Investment Advisory’s GE Aerospace GE Stock Holding History

Global Wealth Management Investment Advisory’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 		– Sell
-46
Closed -$4.72K – 256
2023
Q4 		$4.72K Hold
46
– – ﹤0.01% 340
2023
Q3 		$4.09K Hold
46
– – ﹤0.01% 340
2023
Q2 		$4.06K Buy
+46
New +$3.73K ﹤0.01% 349
2022
Q3 		– Sell
-59
Closed -$2K – 268
2022
Q2 		$2K Sell
59
-480
-89% -$23.3K ﹤0.01% 412
2022
Q1 		$31K Buy
539
+480
+814% +$28.6K 0.01% 223
2021
Q4 		$3K Hold
59
– – ﹤0.01% 380
2021
Q3 		$4K Sell
59
-1
-2% -$64 ﹤0.01% 371
2021
Q2 		$4K Hold
60
– – ﹤0.01% 356
2021
Q1 		$4K Sell
60
-37
-38% -$2.24K ﹤0.01% 369
2020
Q4 		$5K Sell
97
-144
-60% -$6.45K ﹤0.01% 328
2020
Q3 		$7K Sell
241
-1,095
-82% -$35.6K ﹤0.01% 302
2020
Q2 		$45K Buy
1,336
+491
+58% +$16.6K 0.02% 199
2020
Q1 		$33K Sell
845
-40
-5% -$2.13K 0.02% 200
2019
Q4 		$49K Buy
885
+203
+30% +$10.5K 0.02% 180
2019
Q3 		$30K Sell
682
-22
-3% -$1.03K 0.01% 214
2019
Q2 		$37K Buy
704
+42
+6% +$2.07K 0.02% 194
2019
Q1 		$33K Sell
662
-236
-26% -$11.1K 0.02% 252
2018
Q4 		$33K Buy
+898
New +$40.5K 0.02% 244

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Global Wealth Management Investment Advisory's GE Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of GE Aerospace (GE) in Q1 2024, closing a stake of 46 shares — an estimated $4.72K sold.

Global Wealth Management Investment Advisory first reported a position in GE in Q4 2018 and held it in 18 quarters. The position peaked at $49K in Q4 2019. 2,194 funds tracked by Wall St. Rank hold GE as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining GE Aerospace position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 46 GE Aerospace shares in Q1 2024, an estimated $4.72K.
  • Global Wealth Management Investment Advisory first reported a position in GE Aerospace in Q4 2018 and held it in 18 quarters.
  • Global Wealth Management Investment Advisory's GE Aerospace position peaked at $49K in Q4 2019.
  • 2,194 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.