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Regal Wealth Group’s GE Aerospace GE Stock Holding History

Regal Wealth 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
2021
Q2 		– Sell
-1,657
Closed -$108K – 125
2021
Q1 		$108K Sell
1,657
-833
-33% -$50.5K 0.06% 60
2020
Q4 		$134K Buy
2,490
+1,150
+86% +$51.5K 0.08% 53
2020
Q3 		$42K Buy
1,340
+62
+5% +$2.02K 0.03% 95
2020
Q2 		$44K Sell
1,278
-102
-7% -$3.44K 0.04% 87
2020
Q1 		$55K Hold
1,380
– – 0.05% 66
2019
Q4 		$77K Buy
1,380
+2
+0.1% +$103 0.05% 67
2019
Q3 		$61K Buy
1,378
+1
+0.1% +$47 0.04% 71
2019
Q2 		$72K Buy
1,377
+1
+0.1% +$49 0.05% 68
2019
Q1 		$69K Sell
1,376
-54
-4% -$2.54K 0.05% 67
2018
Q4 		$52K Buy
1,430
+114
+9% +$5.15K 0.05% 71
2018
Q3 		$71K Buy
1,316
+9
+0.7% +$555 0.05% 67
2018
Q2 		$85K Buy
1,307
+49
+4% +$3.27K 0.09% 60
2018
Q1 		$81K Buy
1,258
+48
+4% +$3.56K 0.06% 61
2017
Q4 		$101K Buy
1,210
+30
+3% +$2.86K 0.07% 53
2017
Q3 		$137K Sell
1,180
-2,241
-66% -$271K 0.1% 48
2017
Q2 		$443K Sell
3,421
-667
-16% -$91.4K 0.34% 27
2017
Q1 		$584K Buy
4,088
+106
+3% +$15.3K 0.45% 30
2016
Q4 		$603K Sell
3,982
-426
-10% -$61.9K 0.49% 30
2016
Q3 		$626K Buy
4,408
+22
+0.5% +$3.28K 0.57% 22
2016
Q2 		$662K Sell
4,386
-530
-11% -$77.3K 0.62% 22
2016
Q1 		$749K Buy
4,916
+30
+0.6% +$4.24K 0.72% 21
2015
Q4 		$729K Buy
+4,886
New +$694K 0.72% 21

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regal Wealth Group's GE Position: Q2 2021 in Review

Regal Wealth Group sold out of GE Aerospace (GE) in Q2 2021, closing a stake of 1,657 shares — an estimated $108K sold.

Regal Wealth Group first reported a position in GE in Q4 2015 and held it in 22 quarters. The position peaked at $749K in Q1 2016. 1,851 funds tracked by Wall St. Rank hold GE as of Q2 2021.

  • Regal Wealth Group reported no remaining GE Aerospace position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 1,657 GE Aerospace shares in Q2 2021, an estimated $108K.
  • Regal Wealth Group first reported a position in GE Aerospace in Q4 2015 and held it in 22 quarters.
  • Regal Wealth Group's GE Aerospace position peaked at $749K in Q1 2016.
  • 1,851 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.