Heritage Wealth Management (Arizona)’s GE Aerospace GE Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$69K	Buy	1,323 +732	+124%	+$36K	0.01%	465
2022 Q3	$23K	Buy	591 +37	+7%	+$1.63K	0.01%	507
2022 Q2	$22K	Sell	554 -1,544	-74%	-$74.8K	0.01%	530
2022 Q1	$120K	Buy	+2,098	New	+$125K	0.03%	345
2021 Q3	$107K	Sell	1,674 -24	-1%	-$1.54K	0.04%	325
2021 Q2	$114K	Sell	1,698 -235	-12%	-$15.7K	0.04%	316
2021 Q1	$126K	Buy	+1,933	New	+$117K	0.07%	219

Other funds holding GE

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

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

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

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

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s GE Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its GE Aerospace (GE) stake by 124% in Q4 2022, buying an estimated $36K and bringing the position to 1,323 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #465.

Heritage Wealth Management (Arizona) first reported a position in GE in Q1 2021 and has held it in 7 quarters since. The position peaked at $126K in Q1 2021. 1,572 funds tracked by Wall St. Rank hold GE as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,323 shares of GE Aerospace worth $69K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 732 GE Aerospace shares in Q4 2022, an estimated $36K.
GE Aerospace made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #465 holding.
Heritage Wealth Management (Arizona) first reported a position in GE Aerospace in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s GE Aerospace position peaked at $126K in Q1 2021.
1,572 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.