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Marcum Wealth’s GE Aerospace GE Stock Holding History

Marcum Wealth’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
Q1 		$723K Buy
3,614
+79
+2% +$15.5K 0.06% 149
2024
Q4 		$590K Buy
3,535
+391
+12% +$69.8K 0.05% 172
2024
Q3 		$593K Buy
3,144
+222
+8% +$37.6K 0.06% 170
2024
Q2 		$465K Sell
2,922
-456
-13% -$72.8K 0.05% 207
2024
Q1 		$473K Buy
3,378
+308
+10% +$36.3K 0.05% 200
2023
Q4 		$313K Sell
3,070
-144
-4% -$13.3K 0.03% 246
2023
Q3 		$284K Buy
3,214
+450
+16% +$40.4K 0.03% 254
2023
Q2 		$242K Sell
2,764
-25
-0.9% -$2.02K 0.03% 290
2023
Q1 		$213K Buy
+2,789
New +$187K 0.03% 314
2022
Q2 		– Sell
-8,245
Closed -$470K – 397
2022
Q1 		$470K Buy
8,245
+2,671
+48% +$159K 0.06% 171
2021
Q4 		$328K Sell
5,574
-748
-12% -$47K 0.05% 232
2021
Q3 		$406K Sell
6,322
-1,867
-23% -$120K 0.06% 188
2021
Q2 		$549K Sell
8,189
-1,693
-17% -$113K 0.09% 136
2021
Q1 		$647K Buy
9,882
+1,524
+18% +$92.3K 0.11% 131
2020
Q4 		$450K Buy
8,358
+4,508
+117% +$202K 0.11% 70
2020
Q3 		$120K Sell
3,850
-2,062
-35% -$67K 0.04% 115
2020
Q2 		$201K Buy
5,912
+1,907
+48% +$64.3K 0.06% 112
2020
Q1 		$159K Buy
4,005
+219
+6% +$11.7K 0.06% 90
2019
Q4 		$211K Buy
+3,786
New +$196K 0.08% 96

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Marcum Wealth's GE Position: Q1 2025 in Review

Marcum Wealth increased its GE Aerospace (GE) stake by 2.2% in Q1 2025, buying an estimated $15.5K and bringing the position to 3,614 shares worth $723K. The position accounts for 0.06% of the portfolio, ranked #149.

Marcum Wealth first reported a position in GE in Q4 2019 and has held it in 19 quarters since. 2,614 funds tracked by Wall St. Rank hold GE as of Q1 2025.

  • Marcum Wealth held 3,614 shares of GE Aerospace worth $723K as of Q1 2025.
  • Marcum Wealth bought 79 GE Aerospace shares in Q1 2025, an estimated $15.5K.
  • GE Aerospace made up 0.06% of Marcum Wealth's portfolio in Q1 2025, its #149 holding.
  • Marcum Wealth first reported a position in GE Aerospace in Q4 2019 and has held it in 19 quarters since.
  • 2,614 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.