Halpern Financial’s GE Aerospace GE Stock Holding History

Halpern Financial’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 Q3	$22.2K	Hold	119	–	–	0.01%	123
2024 Q2	$18.9K	Sell	119 -30	-20%	-$4.79K	0.01%	127
2024 Q1	$17.3K	Sell	149 -105	-41%	-$12.4K	0.01%	140
2023 Q4	$25.2K	Buy	254 +230	+958%	+$21.3K	0.01%	130
2023 Q3	$2.1K	Hold	24	–	–	﹤0.01%	193
2023 Q2	$2.09K	Hold	24	–	–	﹤0.01%	235
2023 Q1	$1.82K	Sell	24 -85	-78%	-$5.69K	﹤0.01%	164
2022 Q4	$5.7K	Hold	109	–	–	﹤0.01%	152
2022 Q3	$4.21K	Buy	109 +24	+28%	+$1.05K	﹤0.01%	170
2022 Q2	$3.38K	Sell	85 -6	-7%	-$291	﹤0.01%	206
2022 Q1	$5.22K	Sell	91 -288	-76%	-$17.2K	﹤0.01%	189
2021 Q4	$22.3K	Buy	379 +13	+4%	+$817	0.01%	130
2021 Q3	$23.5K	Sell	366 -148	-29%	-$9.52K	0.01%	106
2021 Q2	$34.5K	Sell	514 -13	-2%	-$867	0.02%	77
2021 Q1	$34.5K	Buy	527 +288	+121%	+$17.4K	0.02%	68
2020 Q4	$12.9K	Hold	239	–	–	0.01%	105
2020 Q3	$7.43K	Hold	239	–	–	﹤0.01%	128
2020 Q2	$8.15K	Hold	239	–	–	0.01%	110
2020 Q1	$9.47K	Sell	239 -14	-6%	-$746	0.01%	88
2019 Q4	$14.1K	Buy	+253	New	+$13.1K	0.01%	98

Other funds holding GE

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Halpern Financial's GE Position: Q3 2024 in Review

Halpern Financial held its GE Aerospace (GE) position steady in Q3 2024 at 119 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #123.

Halpern Financial first reported a position in GE in Q4 2019 and has held it in 20 quarters since. The position peaked at $34.5K in Q1 2021. 2,362 funds tracked by Wall St. Rank hold GE as of Q3 2024.

Halpern Financial held 119 shares of GE Aerospace worth $22.2K as of Q3 2024.
Halpern Financial left its GE Aerospace share count unchanged in Q3 2024.
GE Aerospace made up 0.01% of Halpern Financial's portfolio in Q3 2024, its #123 holding.
Halpern Financial first reported a position in GE Aerospace in Q4 2019 and has held it in 20 quarters since.
Halpern Financial's GE Aerospace position peaked at $34.5K in Q1 2021.
2,362 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.