Lumature Wealth Partners’s GE Aerospace GE Stock Holding History

Lumature Wealth Partners’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 Q2	$22.2K	Hold	253	–	–	0.01%	277
2023 Q1	$19.3K	Sell	253 -71	-22%	-$4.75K	0.01%	277
2022 Q4	$16.9K	Sell	324 -251	-44%	-$12.3K	0.01%	280
2022 Q3	$22K	Hold	575	–	–	0.01%	277
2022 Q2	$23K	Sell	575 -25	-4%	-$1.21K	0.01%	279
2022 Q1	$34K	Hold	600	–	–	0.01%	280
2021 Q4	$35K	Hold	600	–	–	0.01%	250
2021 Q3	$39K	Sell	600 -4	-0.7%	-$257	0.02%	245
2021 Q2	$41K	Hold	604	–	–	0.02%	242
2021 Q1	$40K	Buy	+604	New	+$36.6K	0.02%	239

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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

Lumature Wealth Partners's GE Position: Q2 2023 in Review

Lumature Wealth Partners held its GE Aerospace (GE) position steady in Q2 2023 at 253 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #277.

Lumature Wealth Partners first reported a position in GE in Q1 2021 and has held it in 10 quarters since. The position peaked at $41K in Q2 2021. 1,737 funds tracked by Wall St. Rank hold GE as of Q2 2023.

Lumature Wealth Partners held 253 shares of GE Aerospace worth $22.2K as of Q2 2023.
Lumature Wealth Partners left its GE Aerospace share count unchanged in Q2 2023.
GE Aerospace made up 0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #277 holding.
Lumature Wealth Partners first reported a position in GE Aerospace in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's GE Aerospace position peaked at $41K in Q2 2021.
1,737 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.