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Monterey Private Wealth’s GE Aerospace GE Stock Holding History

Monterey Private 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 		$439K Sell
2,195
-35
-2% -$6.89K 0.13% 76
2024
Q4 		$372K Buy
2,230
+63
+3% +$11.2K 0.12% 79
2024
Q3 		$409K Buy
2,167
+1
+0% +$169 0.14% 67
2024
Q2 		$344K Sell
2,166
-490
-18% -$78.2K 0.13% 77
2024
Q1 		$372K Buy
2,656
+15
+0.6% +$1.77K 0.15% 64
2023
Q4 		$269K Sell
2,641
-50
-2% -$4.63K 0.12% 85
2023
Q3 		$237K Hold
2,691
– – 0.12% 86
2023
Q2 		$236K Sell
2,691
-42
-2% -$3.4K 0.11% 87
2023
Q1 		$208K Buy
+2,733
New +$183K 0.11% 94
2021
Q3 		– Sell
-2,465
Closed -$165K – 99
2021
Q2 		$165K Buy
2,465
+1
+0% +$67 0.09% 98
2021
Q1 		$167K Hold
2,464
– – 0.09% 97
2020
Q4 		$133K Sell
2,464
-80
-3% -$3.58K 0.08% 91
2020
Q3 		$79K Sell
2,544
-5
-0.2% -$163 0.05% 84
2020
Q2 		$87K Hold
2,549
– – 0.06% 69
2020
Q1 		$101K Sell
2,549
-139
-5% -$7.41K 0.09% 62
2019
Q4 		$150K Buy
+2,688
New +$139K 0.12% 81

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

Monterey Private Wealth's GE Position: Q1 2025 in Review

Monterey Private Wealth reduced its GE Aerospace (GE) stake by 1.6% in Q1 2025, selling an estimated $6.89K and leaving 2,195 shares worth $439K. The position accounts for 0.13% of the portfolio, ranked #76.

Monterey Private Wealth first reported a position in GE in Q4 2019 and has held it in 16 quarters since. 2,613 funds tracked by Wall St. Rank hold GE as of Q1 2025.

  • Monterey Private Wealth held 2,195 shares of GE Aerospace worth $439K as of Q1 2025.
  • Monterey Private Wealth sold 35 GE Aerospace shares in Q1 2025, an estimated $6.89K.
  • GE Aerospace made up 0.13% of Monterey Private Wealth's portfolio in Q1 2025, its #76 holding.
  • Monterey Private Wealth first reported a position in GE Aerospace in Q4 2019 and has held it in 16 quarters since.
  • 2,613 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.