Lucia Wealth Services’s GE Aerospace GE Stock Holding History

Lucia Wealth Services’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
2020 Q3	$3K	Hold	82	–	–	﹤0.01%	177
2020 Q2	$3K	Hold	82	–	–	﹤0.01%	175
2020 Q1	$3K	Buy	82 +42	+105%	+$2.24K	﹤0.01%	188
2019 Q4	$2K	Hold	40	–	–	﹤0.01%	183
2019 Q3	$2K	Sell	40 -100	-71%	-$4.7K	﹤0.01%	164
2019 Q2	$7K	Hold	140	–	–	﹤0.01%	166
2019 Q1	$7K	Buy	140 +36	+35%	+$1.7K	﹤0.01%	181
2018 Q4	$4K	Hold	104	–	–	﹤0.01%	169
2018 Q3	$6K	Sell	104 -793	-88%	-$48.9K	﹤0.01%	211
2018 Q2	$59K	Sell	897 -17	-2%	-$1.13K	0.03%	154
2018 Q1	$59K	Buy	+914	New	+$67.7K	0.02%	140

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Lucia Wealth Services's GE Position: Q3 2020 in Review

Lucia Wealth Services held its GE Aerospace (GE) position steady in Q3 2020 at 82 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #177.

Lucia Wealth Services first reported a position in GE in Q1 2018 and has held it in 11 quarters since. The position peaked at $59K in Q2 2018. 1,728 funds tracked by Wall St. Rank hold GE as of Q3 2020.

Lucia Wealth Services held 82 shares of GE Aerospace worth $3K as of Q3 2020.
Lucia Wealth Services left its GE Aerospace share count unchanged in Q3 2020.
GE Aerospace made up ﹤0.01% of Lucia Wealth Services's portfolio in Q3 2020, its #177 holding.
Lucia Wealth Services first reported a position in GE Aerospace in Q1 2018 and has held it in 11 quarters since.
Lucia Wealth Services's GE Aerospace position peaked at $59K in Q2 2018.
1,728 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.