JPLA
GE icon

Joseph P. Lucia & Associates’s GE Aerospace GE Stock Holding History

Joseph P. Lucia & Associates’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
2026
Q1 		– Sell
-681
Closed -$210K – 173
2025
Q4 		$210K Buy
+681
New +$205K 0.08% 154
2022
Q3 		– Sell
-872
Closed -$35K – 226
2022
Q2 		$35K Buy
+872
New +$42.3K 0.02% 207
2021
Q4 		– Sell
-1,091
Closed -$70K – 276
2021
Q3 		$70K Sell
1,091
-108
-9% -$6.94K 0.04% 194
2021
Q2 		$80K Sell
1,199
-57
-5% -$3.8K 0.05% 187
2021
Q1 		$82K Buy
1,256
+25
+2% +$1.51K 0.04% 173
2020
Q4 		$66K Buy
+1,231
New +$55.2K 0.05% 169
2020
Q3 		– Sell
-1,971
Closed -$67K – 217
2020
Q2 		$67K Sell
1,971
-48
-2% -$1.62K 0.06% 157
2020
Q1 		$80K Buy
2,019
+946
+88% +$50.4K 0.09% 135
2019
Q4 		$60K Buy
1,073
+34
+3% +$1.76K 0.05% 159
2019
Q3 		$46K Sell
1,039
-24
-2% -$1.13K 0.05% 182
2019
Q2 		$56K Sell
1,063
-9,028
-89% -$444K 0.06% 159
2019
Q1 		$5.3K Buy
+10,091
New +$475K 0.39% 50

Other funds holding GE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM