Polaris Wealth Advisory Group’s GE Aerospace GE Stock Holding History

Polaris Wealth Advisory Group’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	–	Sell	-3,714	Closed	-$207K	–	147
2022 Q1	$207K	Buy	+3,714	New	+$222K	0.01%	151
2021 Q3	–	Sell	-636,011	Closed	-$42.7M	–	187
2021 Q2	$42.7M	Buy	636,011 +62,583	+11%	+$4.18M	2.54%	8
2021 Q1	$38.9M	Buy	573,428 +441,437	+334%	+$26.7M	2.49%	9
2020 Q4	$7.46M	Buy	131,991 +129,437	+5,068%	+$5.8M	0.56%	57
2020 Q3	$82K	Buy	2,554 +70	+3%	+$2.27K	0.01%	153
2020 Q2	$83K	Sell	2,484 -74	-3%	-$2.5K	0.01%	142
2020 Q1	$101K	Hold	2,558	–	–	0.01%	115
2019 Q4	$151K	Buy	+2,558	New	+$132K	0.01%	151
2018 Q4	–	Sell	-665	Closed	-$36K	–	263
2018 Q3	$36K	Buy	665 +345	+108%	+$21.3K	﹤0.01%	273
2018 Q2	$21K	Sell	320 -221	-41%	-$14.7K	﹤0.01%	171
2018 Q1	$35K	Buy	+541	New	+$40.1K	﹤0.01%	249
2017 Q4	–	Sell	-2,226	Closed	-$258K	–	153
2017 Q3	$258K	Buy	+2,226	New	+$269K	0.02%	128
2016 Q2	–	Sell	-2,086	Closed	-$318K	–	115
2016 Q1	$318K	Sell	2,086 -4,742	-69%	-$670K	0.05%	88
2015 Q4	$1.02M	Buy	+6,828	New	+$970K	0.16%	57
2013 Q3	–	Sell	-6,583	Closed	-$732K	–	146
2013 Q2	$732K	Buy	+6,583	New	+$729K	0.29%	40

Other funds holding GE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Polaris Wealth Advisory Group's GE Position: Q2 2022 in Review

Polaris Wealth Advisory Group sold out of GE Aerospace (GE) in Q2 2022, closing a stake of 3,714 shares — an estimated $207K sold.

Polaris Wealth Advisory Group first reported a position in GE in Q2 2013 and held it in 15 quarters. The position peaked at $42.7M in Q2 2021. 1,469 funds tracked by Wall St. Rank hold GE as of Q2 2022.

Polaris Wealth Advisory Group reported no remaining GE Aerospace position as of Q2 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 3,714 GE Aerospace shares in Q2 2022, an estimated $207K.
Polaris Wealth Advisory Group first reported a position in GE Aerospace in Q2 2013 and held it in 15 quarters.
Polaris Wealth Advisory Group's GE Aerospace position peaked at $42.7M in Q2 2021.
1,469 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2022, filed 12 Jul 2022.