JWM
GE icon

Jackson Wealth Management’s GE Aerospace GE Stock Holding History

Jackson 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
2025
Q3 		– Sell
-2,115
Closed -$544K – 166
2025
Q2 		$544K Sell
2,115
-247
-10% -$54.2K 0.06% 108
2025
Q1 		$473K Sell
2,362
-671
-22% -$132K 0.06% 115
2024
Q4 		$506K Buy
3,033
+1,453
+92% +$259K 0.06% 109
2024
Q3 		$298K Buy
+1,580
New +$268K 0.04% 123
2021
Q1 		– Sell
-67,220
Closed -$3.62M – 125
2020
Q4 		$3.62M Buy
67,220
+47,119
+234% +$2.11M 0.49% 51
2020
Q3 		$624K Buy
+20,101
New +$653K 0.09% 107
2017
Q4 		– Sell
-2,582
Closed -$289K – 93
2017
Q3 		$289K Buy
+2,582
New +$312K 0.08% 84
2015
Q3 		– Sell
-1,892
Closed -$242K – 126
2015
Q2 		$242K Sell
1,892
-31
-2% -$4.02K 0.08% 99
2015
Q1 		$229K Buy
+1,923
New +$229K 0.07% 105

Other funds holding GE

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return