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Grey Fox Wealth Advisors’s GE Aerospace GE Stock Holding History

Grey Fox 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
2023
Q2 		– Sell
-8
Closed -$574 – 267
2023
Q1 		$574 Buy
+8
New +$535 ﹤0.01% 491

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

Grey Fox Wealth Advisors's GE Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of GE Aerospace (GE) in Q2 2023, closing a stake of 8 shares — an estimated $574 sold.

Grey Fox Wealth Advisors first reported a position in GE in Q1 2023 and held it in 1 quarter. The position peaked at $574 in Q1 2023. 1,736 funds tracked by Wall St. Rank hold GE as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining GE Aerospace position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 8 GE Aerospace shares in Q2 2023, an estimated $574.
  • Grey Fox Wealth Advisors first reported a position in GE Aerospace in Q1 2023 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's GE Aerospace position peaked at $574 in Q1 2023.
  • 1,736 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.