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Paragon Financial Partners’s GE Aerospace GE Stock Holding History

Paragon Financial Partners’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 		– Sell
-1,710
Closed -$323K – 75
2024
Q3 		$323K Hold
1,710
– – 0.24% 64
2024
Q2 		$272K Sell
1,710
-433
-20% -$69.1K 0.21% 69
2024
Q1 		$300K Hold
2,143
– – 0.25% 66
2023
Q4 		$218K Buy
+2,143
New +$199K 0.21% 78
2023
Q2 		– Sell
-3,470
Closed -$265K – 85
2023
Q1 		$265K Buy
+3,470
New +$232K 0.28% 67

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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

Paragon Financial Partners's GE Position: Q4 2024 in Review

Paragon Financial Partners sold out of GE Aerospace (GE) in Q4 2024, closing a stake of 1,710 shares — an estimated $323K sold.

Paragon Financial Partners first reported a position in GE in Q1 2023 and held it in 5 quarters. The position peaked at $323K in Q3 2024. 2,447 funds tracked by Wall St. Rank hold GE as of Q4 2024.

  • Paragon Financial Partners reported no remaining GE Aerospace position as of Q4 2024 after selling out during the quarter.
  • Paragon Financial Partners sold 1,710 GE Aerospace shares in Q4 2024, an estimated $323K.
  • Paragon Financial Partners first reported a position in GE Aerospace in Q1 2023 and held it in 5 quarters.
  • Paragon Financial Partners's GE Aerospace position peaked at $323K in Q3 2024.
  • 2,447 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2024.

Based on Paragon Financial Partners's 13F filing for Q4 2024, filed 17 Jan 2025.