Orgel Wealth Management’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-1,782
Closed -$231K 32
2017
Q2
$231K Sell
1,782
-38
-2% -$5.21K 0.08% 22
2017
Q1
$260K Buy
1,820
+122
+7% +$17.7K 0.11% 17
2016
Q4
$257K Sell
1,698
-36
-2% -$5.23K 0.17% 18
2016
Q3
$246K Buy
+1,734
New +$259K 0.17% 17

Other funds holding GE

Orgel Wealth Management's GE Position: Q3 2017 in Review

Orgel Wealth Management sold out of GE Aerospace (GE) in Q3 2017, closing a stake of 1,782 shares — an estimated $231K sold.

Orgel Wealth Management first reported a position in GE in Q3 2016 and held it in 4 quarters. The position peaked at $260K in Q1 2017. 2,038 funds tracked by Wall St. Rank hold GE as of Q3 2017.

  • Orgel Wealth Management reported no remaining GE Aerospace position as of Q3 2017 after selling out during the quarter.
  • Orgel Wealth Management sold 1,782 GE Aerospace shares in Q3 2017, an estimated $231K.
  • Orgel Wealth Management first reported a position in GE Aerospace in Q3 2016 and held it in 4 quarters.
  • Orgel Wealth Management's GE Aerospace position peaked at $260K in Q1 2017.
  • 2,038 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2017.

Based on Orgel Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.