Madison Wealth Management’s GE Aerospace GE Stock Holding History

Madison 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
2023 Q3	$288K	Hold	3,267	–	–	0.06%	134
2023 Q2	$286K	Sell	3,267 -77	-2%	-$6.24K	0.06%	138
2023 Q1	$255K	Sell	3,344 -940	-22%	-$62.9K	0.06%	143
2022 Q4	$224K	Buy	+4,284	New	+$211K	0.05%	149
2022 Q2	–	Sell	-4,602	Closed	-$262K	–	161
2022 Q1	$262K	Sell	4,602 -2,086	-31%	-$124K	0.06%	144
2021 Q4	$394K	Buy	6,688 +2,086	+45%	+$131K	0.08%	123
2021 Q3	$295K	Sell	4,602 -5	-0.1%	-$321	0.06%	133
2021 Q2	$309K	Buy	4,607 +14	+0.3%	+$934	0.07%	131
2021 Q1	$301K	Buy	4,593 +5	+0.1%	+$303	0.07%	130
2020 Q4	$247K	Sell	4,588 -70	-2%	-$3.14K	0.07%	133
2020 Q3	$145K	Buy	4,658 +989	+27%	+$32.1K	0.04%	131
2020 Q2	$125K	Sell	3,669 -12,155	-77%	-$410K	0.04%	122
2020 Q1	$626K	Buy	15,824 +745	+5%	+$39.7K	0.25%	77
2019 Q4	$839K	Buy	+15,079	New	+$779K	0.24%	78

Other funds holding GE

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

Madison Wealth Management's GE Position: Q3 2023 in Review

Madison Wealth Management held its GE Aerospace (GE) position steady in Q3 2023 at 3,267 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #134.

Madison Wealth Management first reported a position in GE in Q4 2019 and has held it in 14 quarters since. The position peaked at $839K in Q4 2019. 1,789 funds tracked by Wall St. Rank hold GE as of Q3 2023.

Madison Wealth Management held 3,267 shares of GE Aerospace worth $288K as of Q3 2023.
Madison Wealth Management left its GE Aerospace share count unchanged in Q3 2023.
GE Aerospace made up 0.06% of Madison Wealth Management's portfolio in Q3 2023, its #134 holding.
Madison Wealth Management first reported a position in GE Aerospace in Q4 2019 and has held it in 14 quarters since.
Madison Wealth Management's GE Aerospace position peaked at $839K in Q4 2019.
1,789 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.