Lake Point Wealth Management’s GE Aerospace GE Stock Holding History

Lake Point 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 Q2	$40K	Buy	997 +26	+3%	+$1.26K	0.02%	77
2022 Q1	$55K	Hold	971	–	–	0.03%	65
2021 Q4	$57K	Hold	971	–	–	0.02%	66
2021 Q3	$62K	Hold	971	–	–	0.03%	55
2021 Q2	$65K	Buy	+971	New	+$64.8K	0.03%	56
2020 Q1	$38K	Buy	+971	New	+$51.8K	0.03%	50
2019 Q2	–	Hold	0	–	–	–	672
2019 Q1	–	Sell	-22	Closed	-$1.04K	–	743
2018 Q4	$1K	Buy	+22	New	+$993	﹤0.01%	756

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Lake Point Wealth Management's GE Position: Q2 2022 in Review

Lake Point Wealth Management increased its GE Aerospace (GE) stake by 2.7% in Q2 2022, buying an estimated $1.26K and bringing the position to 997 shares worth $40K. The position accounts for 0.02% of the portfolio, ranked #77.

Lake Point Wealth Management first reported a position in GE in Q4 2018 and has held it in 7 quarters since. The position peaked at $65K in Q2 2021. 1,469 funds tracked by Wall St. Rank hold GE as of Q2 2022.

Lake Point Wealth Management held 997 shares of GE Aerospace worth $40K as of Q2 2022.
Lake Point Wealth Management bought 26 GE Aerospace shares in Q2 2022, an estimated $1.26K.
GE Aerospace made up 0.02% of Lake Point Wealth Management's portfolio in Q2 2022, its #77 holding.
Lake Point Wealth Management first reported a position in GE Aerospace in Q4 2018 and has held it in 7 quarters since.
Lake Point Wealth Management's GE Aerospace position peaked at $65K in Q2 2021.
1,469 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.