Personal Capital Advisors’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $215K | Sell |
4,114
-1,512
| -27% | -$74.3K | ﹤0.01% | 452 |
|
|
2022
Q3 | $217K | Buy |
+5,626
| New | +$247K | ﹤0.01% | 423 |
|
|
2022
Q2 | – | Sell |
-4,143
| Closed | -$236K | – | 457 |
|
|
2022
Q1 | $236K | Sell |
4,143
-1,772
| -30% | -$106K | ﹤0.01% | 445 |
|
|
2021
Q4 | $340K | Buy |
5,915
+681
| +13% | +$42.8K | ﹤0.01% | 411 |
|
|
2021
Q3 | $336K | Sell |
5,234
-159
| -3% | -$10.2K | ﹤0.01% | 380 |
|
|
2021
Q2 | $362K | Sell |
5,393
-1,614
| -23% | -$108K | ﹤0.01% | 361 |
|
|
2021
Q1 | $459K | Sell |
7,007
-1,507
| -18% | -$91.3K | ﹤0.01% | 317 |
|
|
2020
Q4 | $458K | Buy |
8,514
+3,114
| +58% | +$140K | ﹤0.01% | 315 |
|
|
2020
Q3 | $168K | Buy |
5,400
+1,234
| +30% | +$40.1K | ﹤0.01% | 406 |
|
|
2020
Q2 | $142K | Sell |
4,166
-3,256
| -44% | -$110K | ﹤0.01% | 354 |
|
|
2020
Q1 | $262K | Sell |
7,422
-2,014
| -21% | -$107K | ﹤0.01% | 298 |
|
|
2019
Q4 | $525K | Sell |
9,436
-1,787
| -16% | -$92.3K | ﹤0.01% | 257 |
|
|
2019
Q3 | $500K | Sell |
11,223
-726,414
| -98% | -$34.1M | ﹤0.01% | 246 |
|
|
2019
Q2 | $38.6M | Buy |
737,637
+101,801
| +16% | +$5.01M | 0.39% | 64 |
|
|
2019
Q1 | $31.7M | Buy |
635,836
+113,290
| +22% | +$5.33M | 0.36% | 74 |
|
|
2018
Q4 | $19M | Buy |
522,546
+79,896
| +18% | +$3.61M | 0.25% | 93 |
|
|
2018
Q3 | $23.9M | Buy |
442,650
+12,138
| +3% | +$748K | 0.31% | 89 |
|
|
2018
Q2 | $28.1M | Buy |
430,512
+38,834
| +10% | +$2.59M | 0.4% | 68 |
|
|
2018
Q1 | $25.3M | Buy |
391,678
+183,819
| +88% | +$13.6M | 0.39% | 69 |
|
|
2017
Q4 | $17.4M | Sell |
207,859
-12,813
| -6% | -$1.22M | 0.3% | 86 |
|
|
2017
Q3 | $25.6M | Buy |
220,672
+15,602
| +8% | +$1.89M | 0.5% | 50 |
|
|
2017
Q2 | $26.5M | Buy |
205,070
+13,911
| +7% | +$1.91M | 0.58% | 41 |
|
|
2017
Q1 | $27.2M | Buy |
191,159
+22,184
| +13% | +$3.21M | 0.68% | 41 |
|
|
2016
Q4 | $25.6M | Buy |
168,975
+16,190
| +11% | +$2.35M | 0.76% | 28 |
|
|
2016
Q3 | $21.6M | Buy |
152,785
+14,387
| +10% | +$2.15M | 0.73% | 32 |
|
|
2016
Q2 | $20.9M | Buy |
138,398
+15,061
| +12% | +$2.2M | 0.8% | 21 |
|
|
2016
Q1 | $18.8M | Buy |
123,337
+11,453
| +10% | +$1.62M | 0.87% | 16 |
|
|
2015
Q4 | $16.7M | Buy |
111,884
+10,246
| +10% | +$1.46M | 0.91% | 20 |
|
|
2015
Q3 | $12.3M | Buy |
101,638
+12,569
| +14% | +$1.54M | 0.81% | 31 |
|
|
2015
Q2 | $11.4M | Buy |
89,069
+11,599
| +15% | +$1.5M | 0.79% | 32 |
|
|
2015
Q1 | $9.21M | Buy |
77,470
+14,101
| +22% | +$1.68M | 0.75% | 46 |
|
|
2014
Q4 | $7.67M | Buy |
63,369
+13,496
| +27% | +$1.66M | 0.78% | 46 |
|
|
2014
Q3 | $6.12M | Buy |
49,873
+10,930
| +28% | +$1.36M | 0.79% | 40 |
|
|
2014
Q2 | $4.91M | Buy |
38,943
+9,766
| +33% | +$1.24M | 0.81% | 48 |
|
|
2014
Q1 | $3.62M | Buy |
29,177
+7,738
| +36% | +$956K | 0.81% | 48 |
|
|
2013
Q4 | $2.88M | Buy |
+21,439
| New | +$2.7M | 0.91% | 29 |
|
Other funds holding GE
Personal Capital Advisors's GE Position: Q4 2022 in Review
Personal Capital Advisors reduced its GE Aerospace (GE) stake by 27% in Q4 2022, selling an estimated $74.3K and leaving 4,114 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #452.
Personal Capital Advisors first reported a position in GE in Q4 2013 and has held it in 36 quarters since. The position peaked at $38.6M in Q2 2019. 1,572 funds tracked by Wall St. Rank hold GE as of Q4 2022.
- Personal Capital Advisors held 4,114 shares of GE Aerospace worth $215K as of Q4 2022.
- Personal Capital Advisors sold 1,512 GE Aerospace shares in Q4 2022, an estimated $74.3K.
- GE Aerospace made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #452 holding.
- Personal Capital Advisors first reported a position in GE Aerospace in Q4 2013 and has held it in 36 quarters since.
- Personal Capital Advisors's GE Aerospace position peaked at $38.6M in Q2 2019.
- 1,572 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2022.
Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.