New England Guild Wealth Advisors’s GE Aerospace GE Stock Holding History

New England Guild Wealth Advisors’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
2021 Q3	–	Sell	-2,041	Closed	-$137K	–	68
2021 Q2	$137K	Buy	2,041 +2	+0.1%	+$133	0.07%	67
2021 Q1	$133K	Sell	2,039 -38	-2%	-$2.3K	0.07%	68
2020 Q4	$112K	Buy	2,077 +3	+0.1%	+$134	0.07%	61
2020 Q3	$64K	Sell	2,074 -25	-1%	-$813	0.04%	53
2020 Q2	$71K	Buy	2,099 +31	+1%	+$1.04K	0.05%	56
2020 Q1	$82K	Sell	2,068 -99	-5%	-$5.28K	0.07%	51
2019 Q4	$121K	Buy	2,167 +103	+5%	+$5.32K	0.09%	57
2019 Q3	$92K	Buy	2,064 +2	+0.1%	+$94	0.07%	54
2019 Q2	$108K	Buy	+2,062	New	+$102K	0.08%	54

Other funds holding GE

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

New England Guild Wealth Advisors's GE Position: Q3 2021 in Review

New England Guild Wealth Advisors sold out of GE Aerospace (GE) in Q3 2021, closing a stake of 2,041 shares — an estimated $137K sold.

New England Guild Wealth Advisors first reported a position in GE in Q2 2019 and held it in 9 quarters. The position peaked at $137K in Q2 2021. 1,602 funds tracked by Wall St. Rank hold GE as of Q3 2021.

New England Guild Wealth Advisors reported no remaining GE Aerospace position as of Q3 2021 after selling out during the quarter.
New England Guild Wealth Advisors sold 2,041 GE Aerospace shares in Q3 2021, an estimated $137K.
New England Guild Wealth Advisors first reported a position in GE Aerospace in Q2 2019 and held it in 9 quarters.
New England Guild Wealth Advisors's GE Aerospace position peaked at $137K in Q2 2021.
1,602 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2021.

Based on New England Guild Wealth Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.