Icon Wealth Partners’s GE Aerospace GE Stock Holding History

Icon Wealth Partners’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	-1,403	Closed	-$107K	–	420
2023 Q1	$107K	Buy	+1,403	New	+$93.9K	0.01%	399
2021 Q3	–	Sell	-2,264	Closed	-$152K	–	346
2021 Q2	$152K	Sell	2,264 -4,202	-65%	-$280K	0.02%	347
2021 Q1	$423K	Sell	6,466 -4,593	-42%	-$278K	0.05%	230
2020 Q4	$595K	Buy	11,059 +3,960	+56%	+$177K	0.09%	155
2020 Q3	$220K	Sell	7,099 -481	-6%	-$15.6K	0.04%	237
2020 Q2	$258K	Buy	7,580 +294	+4%	+$9.91K	0.06%	209
2020 Q1	$288K	Sell	7,286 -129	-2%	-$6.88K	0.11%	103
2019 Q4	$412K	Sell	7,415 -49	-0.7%	-$2.53K	0.13%	82
2019 Q3	$333K	Buy	7,464 +69	+0.9%	+$3.24K	0.11%	105
2019 Q2	$387K	Sell	7,395 -23	-0.3%	-$1.13K	0.14%	84
2019 Q1	$369K	Sell	7,418 -318	-4%	-$15K	0.14%	85
2018 Q4	$281K	Sell	7,736 -672	-8%	-$30.3K	0.14%	107
2018 Q3	$455K	Buy	8,408 +1,452	+21%	+$89.5K	0.19%	87
2018 Q2	$454K	Sell	6,956 -481	-6%	-$32.1K	0.19%	84
2018 Q1	$484K	Buy	7,437 +1,758	+31%	+$130K	0.26%	88
2017 Q4	$475K	Buy	+5,679	New	+$542K	0.24%	92

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

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

Icon Wealth Partners's GE Position: Q2 2023 in Review

Icon Wealth Partners sold out of GE Aerospace (GE) in Q2 2023, closing a stake of 1,403 shares — an estimated $107K sold.

Icon Wealth Partners first reported a position in GE in Q4 2017 and held it in 16 quarters. The position peaked at $595K in Q4 2020. 1,736 funds tracked by Wall St. Rank hold GE as of Q2 2023.

Icon Wealth Partners reported no remaining GE Aerospace position as of Q2 2023 after selling out during the quarter.
Icon Wealth Partners sold 1,403 GE Aerospace shares in Q2 2023, an estimated $107K.
Icon Wealth Partners first reported a position in GE Aerospace in Q4 2017 and held it in 16 quarters.
Icon Wealth Partners's GE Aerospace position peaked at $595K in Q4 2020.
1,736 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2023.

Based on Icon Wealth Partners's 13F filing for Q2 2023, filed 3 Aug 2023.