Litman Gregory Wealth Management’s GE Aerospace GE Stock Holding History

Litman Gregory 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
2025 Q4	$1.54K	Buy	+5	New	+$1.51K	﹤0.01%	309
2021 Q2	–	Sell	-463	Closed	-$30K	–	107
2021 Q1	$30K	Hold	463	–	–	0.01%	116
2020 Q4	$25K	Hold	463	–	–	﹤0.01%	125
2020 Q3	$14K	Hold	463	–	–	﹤0.01%	132
2020 Q2	$16K	Hold	463	–	–	﹤0.01%	119
2020 Q1	$18K	Hold	463	–	–	﹤0.01%	107
2019 Q4	$26K	Sell	463 -22	-5%	-$1.14K	0.01%	113
2019 Q3	$22K	Sell	485 -21	-4%	-$987	0.01%	106
2019 Q2	$26K	Buy	506 +43	+9%	+$2.12K	0.01%	123
2019 Q1	$23K	Sell	463 -19	-4%	-$895	0.01%	86
2018 Q4	$17K	Sell	482 -2,970	-86%	-$134K	0.01%	99
2018 Q3	$187K	Hold	3,452	–	–	0.06%	39
2018 Q2	$225K	Hold	3,452	–	–	0.09%	33
2018 Q1	$223K	Buy	+3,452	New	+$256K	0.09%	33

Other funds holding GE

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

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

TCI Fund Management

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return