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Laurel Wealth Planning’s GE Aerospace GE Stock Holding History

Laurel Wealth Planning’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
2023
Q1 		– Sell
-125
Closed -$6.54K – 107
2022
Q4 		$6.54K Hold
125
– – ﹤0.01% 174
2022
Q3 		$5K Hold
125
– – ﹤0.01% 179
2022
Q2 		$5K Hold
125
– – ﹤0.01% 184
2022
Q1 		$7K Hold
125
– – ﹤0.01% 206
2021
Q4 		$7K Hold
125
– – 0.01% 155
2021
Q3 		$8K Buy
+125
New +$8.04K 0.01% 150

Other funds holding GE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Laurel Wealth Planning's GE Position: Q1 2023 in Review

Laurel Wealth Planning sold out of GE Aerospace (GE) in Q1 2023, closing a stake of 125 shares — an estimated $6.54K sold.

Laurel Wealth Planning first reported a position in GE in Q3 2021 and held it in 6 quarters. The position peaked at $8K in Q3 2021. 1,616 funds tracked by Wall St. Rank hold GE as of Q1 2023.

  • Laurel Wealth Planning reported no remaining GE Aerospace position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 125 GE Aerospace shares in Q1 2023, an estimated $6.54K.
  • Laurel Wealth Planning first reported a position in GE Aerospace in Q3 2021 and held it in 6 quarters.
  • Laurel Wealth Planning's GE Aerospace position peaked at $8K in Q3 2021.
  • 1,616 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.