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Milestone Wealth’s GE Aerospace GE Stock Holding History

Milestone 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
2022
Q3 		$8K Hold
207
– – 0.01% 180
2022
Q2 		$8K Hold
207
– – 0.01% 175
2022
Q1 		$12K Hold
207
– – 0.01% 203
2021
Q4 		$12K Buy
+207
New +$13K 0.01% 203

Other funds holding GE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Milestone Wealth's GE Position: Q3 2022 in Review

Milestone Wealth held its GE Aerospace (GE) position steady in Q3 2022 at 207 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #180.

Milestone Wealth first reported a position in GE in Q4 2021 and has held it in 4 quarters since. The position peaked at $12K in Q1 2022. 1,427 funds tracked by Wall St. Rank hold GE as of Q3 2022.

  • Milestone Wealth held 207 shares of GE Aerospace worth $8K as of Q3 2022.
  • Milestone Wealth left its GE Aerospace share count unchanged in Q3 2022.
  • GE Aerospace made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #180 holding.
  • Milestone Wealth first reported a position in GE Aerospace in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's GE Aerospace position peaked at $12K in Q1 2022.
  • 1,427 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.