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Janiczek Wealth Management’s GE Aerospace GE Stock Holding History

Janiczek 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
2024
Q2 		$127K Sell
798
-204
-20% -$32.6K 0.03% 245
2024
Q1 		$140K Buy
1,002
+10
+1% +$1.18K 0.03% 235
2023
Q4 		$101K Buy
992
+55
+6% +$5.1K 0.02% 262
2023
Q3 		$82.7K Buy
937
+131
+16% +$11.8K 0.02% 283
2023
Q2 		$70.6K Hold
806
– – 0.02% 269
2023
Q1 		$61.4K Sell
806
-226
-22% -$15.1K 0.02% 288
2022
Q4 		$50.8K Hold
1,032
– – 0.01% 315
2022
Q3 		$42K Hold
1,032
– – 0.01% 329
2022
Q2 		$48K Hold
1,032
– – 0.01% 314
2022
Q1 		$59K Hold
1,032
– – 0.02% 280
2021
Q4 		$61K Buy
1,032
+6
+0.6% +$377 0.02% 272
2021
Q3 		$66K Buy
1,026
+9
+0.9% +$579 0.02% 238
2021
Q2 		$68K Sell
1,017
-236
-19% -$15.7K 0.02% 201
2021
Q1 		$82K Hold
1,253
– – 0.03% 164
2020
Q4 		$67K Hold
1,253
– – 0.03% 154
2020
Q3 		$39K Buy
1,253
+991
+378% +$32.2K 0.02% 111
2020
Q2 		$9K Buy
262
+135
+106% +$4.55K 0.01% 150
2020
Q1 		$5K Hold
127
– – ﹤0.01% 120
2019
Q4 		$7K Sell
127
-190
-60% -$9.82K ﹤0.01% 123
2019
Q3 		$14K Hold
317
– – 0.01% 104
2019
Q2 		$17K Hold
317
– – 0.01% 115
2019
Q1 		$16K Sell
317
-41
-11% -$1.93K 0.01% 101
2018
Q4 		$13K Buy
358
+29
+9% +$1.31K 0.01% 102
2018
Q3 		$18K Sell
329
-477
-59% -$29.4K 0.01% 84
2018
Q2 		$53K Buy
+806
New +$53.8K 0.03% 66
2017
Q1 		– Sell
-437
Closed -$66K – 38
2016
Q4 		$66K Buy
+437
New +$63.5K 0.03% 42

Other funds holding GE

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janiczek Wealth Management's GE Position: Q2 2024 in Review

Janiczek Wealth Management reduced its GE Aerospace (GE) stake by 20% in Q2 2024, selling an estimated $32.6K and leaving 798 shares worth $127K. The position accounts for 0.03% of the portfolio, ranked #245.

Janiczek Wealth Management first reported a position in GE in Q4 2016 and has held it in 26 quarters since. The position peaked at $140K in Q1 2024. 2,176 funds tracked by Wall St. Rank hold GE as of Q2 2024.

  • Janiczek Wealth Management held 798 shares of GE Aerospace worth $127K as of Q2 2024.
  • Janiczek Wealth Management sold 204 GE Aerospace shares in Q2 2024, an estimated $32.6K.
  • GE Aerospace made up 0.03% of Janiczek Wealth Management's portfolio in Q2 2024, its #245 holding.
  • Janiczek Wealth Management first reported a position in GE Aerospace in Q4 2016 and has held it in 26 quarters since.
  • Janiczek Wealth Management's GE Aerospace position peaked at $140K in Q1 2024.
  • 2,176 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.