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Merriman Wealth Management’s GE Aerospace GE Stock Holding History

Merriman 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
2024
Q4 		$433K Sell
2,592
-817
-24% -$146K 0.02% 141
2024
Q3 		$643K Buy
3,409
+1,156
+51% +$196K 0.03% 128
2024
Q2 		$358K Sell
2,253
-318
-12% -$50.8K 0.02% 159
2024
Q1 		$360K Buy
2,571
+566
+28% +$66.7K 0.02% 154
2023
Q4 		$204K Buy
+2,005
New +$186K 0.01% 180
2021
Q1 		– Sell
-42,515
Closed -$2.29M – 197
2020
Q4 		$2.29M Buy
+42,515
New +$1.9M 0.25% 71
2020
Q3 		– Sell
-2,215
Closed -$75K – 166
2020
Q2 		$75K Sell
2,215
-4,226
-66% -$143K 0.01% 158
2020
Q1 		$255K Buy
6,441
+4,012
+165% +$214K 0.06% 129
2019
Q4 		$135K Sell
2,429
-372
-13% -$19.2K 0.03% 175
2019
Q3 		$125K Buy
2,801
+308
+12% +$14.5K 0.03% 171
2019
Q2 		$132K Sell
2,493
-590
-19% -$29K 0.03% 186
2019
Q1 		$154K Sell
3,083
-1,814
-37% -$85.4K 0.03% 200
2018
Q4 		$193K Sell
4,897
-3,902
-44% -$176K 0.04% 152
2018
Q3 		$476K Sell
8,799
-1,487
-14% -$91.7K 0.1% 113
2018
Q2 		$671K Sell
10,286
-3,083
-23% -$206K 0.15% 93
2018
Q1 		$864K Sell
13,369
-6,091
-31% -$451K 0.23% 89
2017
Q4 		$1.63M Sell
19,460
-19,539
-50% -$1.87M 0.4% 58
2017
Q3 		$4.52M Sell
38,999
-4,635
-11% -$560K 1.07% 26
2017
Q2 		$5.65M Buy
43,634
+4,093
+10% +$561K 1.57% 21
2017
Q1 		$5.65M Sell
39,541
-492
-1% -$71.2K 1.37% 23
2016
Q4 		$6.06M Sell
40,033
-2,452
-6% -$356K 1.66% 15
2016
Q3 		$6.03M Buy
42,485
+3,121
+8% +$466K 1.24% 28
2016
Q2 		$5.94M Buy
+39,364
New +$5.74M 1.67% 15

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Merriman Wealth Management's GE Position: Q4 2024 in Review

Merriman Wealth Management reduced its GE Aerospace (GE) stake by 24% in Q4 2024, selling an estimated $146K and leaving 2,592 shares worth $433K. The position accounts for 0.02% of the portfolio, ranked #141.

Merriman Wealth Management first reported a position in GE in Q2 2016 and has held it in 23 quarters since. The position peaked at $6.06M in Q4 2016. 2,451 funds tracked by Wall St. Rank hold GE as of Q4 2024.

  • Merriman Wealth Management held 2,592 shares of GE Aerospace worth $433K as of Q4 2024.
  • Merriman Wealth Management sold 817 GE Aerospace shares in Q4 2024, an estimated $146K.
  • GE Aerospace made up 0.02% of Merriman Wealth Management's portfolio in Q4 2024, its #141 holding.
  • Merriman Wealth Management first reported a position in GE Aerospace in Q2 2016 and has held it in 23 quarters since.
  • Merriman Wealth Management's GE Aerospace position peaked at $6.06M in Q4 2016.
  • 2,451 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.