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Pinnacle Private Wealth’s GE Aerospace GE Stock Holding History

Pinnacle Private Wealth’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
2022
Q2 		$709K Sell
17,865
-3,239
-15% -$157K 0.28% 85
2022
Q1 		$1.2M Sell
21,104
-887
-4% -$52.9K 0.37% 64
2021
Q4 		$1.29M Buy
+21,991
New +$1.38M 0.41% 63

Other funds holding GE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Pinnacle Private Wealth's GE Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its GE Aerospace (GE) stake by 15% in Q2 2022, selling an estimated $157K and leaving 17,865 shares worth $709K. The position accounts for 0.28% of the portfolio, ranked #85.

Pinnacle Private Wealth first reported a position in GE in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.29M in Q4 2021. 1,471 funds tracked by Wall St. Rank hold GE as of Q2 2022.

  • Pinnacle Private Wealth held 17,865 shares of GE Aerospace worth $709K as of Q2 2022.
  • Pinnacle Private Wealth sold 3,239 GE Aerospace shares in Q2 2022, an estimated $157K.
  • GE Aerospace made up 0.28% of Pinnacle Private Wealth's portfolio in Q2 2022, its #85 holding.
  • Pinnacle Private Wealth first reported a position in GE Aerospace in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's GE Aerospace position peaked at $1.29M in Q4 2021.
  • 1,471 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.