RGT Wealth Advisors’s GE Aerospace GE Stock Holding History

RGT Wealth Advisors’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 Q1	–	Sell	-1,295	Closed	-$76K	–	186
2021 Q4	$76K	Buy	+1,295	New	+$81.4K	0.01%	122
2020 Q3	–	Sell	-2,471	Closed	-$84K	–	45
2020 Q2	$84K	Buy	+2,471	New	+$83.3K	0.02%	40
2017 Q1	–	Sell	-2,513	Closed	-$381K	–	114
2016 Q4	$381K	Sell	2,513 -31	-1%	-$4.5K	0.21%	58
2016 Q3	$361K	Buy	+2,544	New	+$380K	0.22%	61

Other funds holding GE

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

RGT Wealth Advisors's GE Position: Q1 2022 in Review

RGT Wealth Advisors sold out of GE Aerospace (GE) in Q1 2022, closing a stake of 1,295 shares — an estimated $76K sold.

RGT Wealth Advisors first reported a position in GE in Q3 2016 and held it in 4 quarters. The position peaked at $381K in Q4 2016. 1,563 funds tracked by Wall St. Rank hold GE as of Q1 2022.

RGT Wealth Advisors reported no remaining GE Aerospace position as of Q1 2022 after selling out during the quarter.
RGT Wealth Advisors sold 1,295 GE Aerospace shares in Q1 2022, an estimated $76K.
RGT Wealth Advisors first reported a position in GE Aerospace in Q3 2016 and held it in 4 quarters.
RGT Wealth Advisors's GE Aerospace position peaked at $381K in Q4 2016.
1,563 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.