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Graham Capital Wealth Management’s GE Aerospace GE Stock Holding History

Graham Capital 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
2023
Q2 		– Sell
-655
Closed -$500K – 83
2023
Q1 		$500K Buy
+655
New +$43.8K 0.07% 111

Other funds holding GE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Graham Capital Wealth Management's GE Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of GE Aerospace (GE) in Q2 2023, closing a stake of 655 shares — an estimated $500K sold.

Graham Capital Wealth Management first reported a position in GE in Q1 2023 and held it in 1 quarter. The position peaked at $500K in Q1 2023. 1,736 funds tracked by Wall St. Rank hold GE as of Q2 2023.

  • Graham Capital Wealth Management reported no remaining GE Aerospace position as of Q2 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 655 GE Aerospace shares in Q2 2023, an estimated $500K.
  • Graham Capital Wealth Management first reported a position in GE Aerospace in Q1 2023 and held it in 1 quarter.
  • Graham Capital Wealth Management's GE Aerospace position peaked at $500K in Q1 2023.
  • 1,736 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.