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Personal Wealth Partners’s GE Aerospace GE Stock Holding History

Personal Wealth 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
2021
Q3 		– Sell
-10
Closed -$1K – 196
2021
Q2 		$1K Buy
+10
New +$667 ﹤0.01% 409
2020
Q1 		– Sell
-1,273
Closed -$71K – 262
2019
Q4 		$71K Sell
1,273
-604
-32% -$31.2K 0.03% 124
2019
Q3 		$84K Buy
1,877
+102
+6% +$4.79K 0.04% 111
2019
Q2 		$93K Buy
+1,775
New +$87.4K 0.04% 91

Other funds holding GE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Personal Wealth Partners's GE Position: Q3 2021 in Review

Personal Wealth Partners sold out of GE Aerospace (GE) in Q3 2021, closing a stake of 10 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in GE in Q2 2019 and held it in 4 quarters. The position peaked at $93K in Q2 2019. 1,600 funds tracked by Wall St. Rank hold GE as of Q3 2021.

  • Personal Wealth Partners reported no remaining GE Aerospace position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 10 GE Aerospace shares in Q3 2021, an estimated $1K.
  • Personal Wealth Partners first reported a position in GE Aerospace in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's GE Aerospace position peaked at $93K in Q2 2019.
  • 1,600 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.