Jupiter Wealth Management’s GE Aerospace GE Stock Holding History

Jupiter 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
2022 Q1	–	Sell	-3,611	Closed	-$212K	–	86
2021 Q4	$212K	Hold	3,611	–	–	0.11%	79
2021 Q3	$245K	Buy	3,611 +2,859	+380%	+$184K	0.12%	85
2021 Q2	$391K	Sell	752 -5,267	-88%	-$351K	0.19%	69
2021 Q1	$396K	Buy	+6,019	New	+$365K	0.2%	63
2020 Q4	–	Sell	-6,019	Closed	-$187K	–	79
2020 Q3	$187K	Hold	6,019	–	–	0.13%	60
2020 Q2	$206K	Hold	6,019	–	–	0.1%	72
2020 Q1	$195K	Buy	+6,019	New	+$321K	0.11%	68

Other funds holding GE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Jupiter Wealth Management's GE Position: Q1 2022 in Review

Jupiter Wealth Management sold out of GE Aerospace (GE) in Q1 2022, closing a stake of 3,611 shares — an estimated $212K sold.

Jupiter Wealth Management first reported a position in GE in Q1 2020 and held it in 7 quarters. The position peaked at $396K in Q1 2021. 1,563 funds tracked by Wall St. Rank hold GE as of Q1 2022.

Jupiter Wealth Management reported no remaining GE Aerospace position as of Q1 2022 after selling out during the quarter.
Jupiter Wealth Management sold 3,611 GE Aerospace shares in Q1 2022, an estimated $212K.
Jupiter Wealth Management first reported a position in GE Aerospace in Q1 2020 and held it in 7 quarters.
Jupiter Wealth Management's GE Aerospace position peaked at $396K in Q1 2021.
1,563 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2022.

Based on Jupiter Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.