Riverpoint Wealth Management Holdings’s GE Aerospace GE Stock Holding History

Riverpoint Wealth Management Holdings’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
2023 Q1	–	Sell	-47	Closed	-$2.43K	–	75
2022 Q4	$2.43K	Buy	+47	New	+$2.31K	﹤0.01%	103
2017 Q4	–	Sell	-1,929	Closed	-$216K	–	48
2017 Q3	$216K	Sell	1,929 -104	-5%	-$12.6K	0.14%	46
2017 Q2	$254K	Buy	2,033 +241	+13%	+$33K	0.18%	41
2017 Q1	$259K	Hold	1,792	–	–	0.2%	36
2016 Q4	$264K	Buy	+1,792	New	+$260K	0.21%	33

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

Riverpoint Wealth Management Holdings's GE Position: Q1 2023 in Review

Riverpoint Wealth Management Holdings sold out of GE Aerospace (GE) in Q1 2023, closing a stake of 47 shares — an estimated $2.43K sold.

Riverpoint Wealth Management Holdings first reported a position in GE in Q4 2016 and held it in 5 quarters. The position peaked at $264K in Q4 2016. 1,617 funds tracked by Wall St. Rank hold GE as of Q1 2023.

Riverpoint Wealth Management Holdings reported no remaining GE Aerospace position as of Q1 2023 after selling out during the quarter.
Riverpoint Wealth Management Holdings sold 47 GE Aerospace shares in Q1 2023, an estimated $2.43K.
Riverpoint Wealth Management Holdings first reported a position in GE Aerospace in Q4 2016 and held it in 5 quarters.
Riverpoint Wealth Management Holdings's GE Aerospace position peaked at $264K in Q4 2016.
1,617 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2023.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2023, filed 8 May 2023.