Loveless Wealth Management’s GE Aerospace GE Stock Holding History

Loveless 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	–	Sell	-3,624	Closed	-$207K	–	125
2022 Q1	$207K	Hold	3,624	–	–	0.12%	127
2021 Q4	$213K	Sell	3,624 -32	-0.9%	-$2.01K	0.12%	130
2021 Q3	$235K	Sell	3,656 -15	-0.4%	-$964	0.14%	121
2021 Q2	$246K	Hold	3,671	–	–	0.15%	117
2021 Q1	$240K	Hold	3,671	–	–	0.16%	115
2020 Q4	$198K	Sell	3,671 -214	-6%	-$9.59K	0.15%	116
2020 Q3	$121K	Sell	3,885 -60	-2%	-$1.95K	0.1%	112
2020 Q2	$134K	Hold	3,945	–	–	0.12%	112
2020 Q1	$156K	Sell	3,945 -10	-0.3%	-$533	0.18%	94
2019 Q4	$236K	Buy	+3,955	New	+$204K	0.2%	108

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

Loveless Wealth Management's GE Position: Q2 2022 in Review

Loveless Wealth Management sold out of GE Aerospace (GE) in Q2 2022, closing a stake of 3,624 shares — an estimated $207K sold.

Loveless Wealth Management first reported a position in GE in Q4 2019 and held it in 10 quarters. The position peaked at $246K in Q2 2021. 1,469 funds tracked by Wall St. Rank hold GE as of Q2 2022.

Loveless Wealth Management reported no remaining GE Aerospace position as of Q2 2022 after selling out during the quarter.
Loveless Wealth Management sold 3,624 GE Aerospace shares in Q2 2022, an estimated $207K.
Loveless Wealth Management first reported a position in GE Aerospace in Q4 2019 and held it in 10 quarters.
Loveless Wealth Management's GE Aerospace position peaked at $246K in Q2 2021.
1,469 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.