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San Luis Wealth Advisors’s GE Aerospace GE Stock Holding History

San Luis 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
Q2 		– Sell
-213
Closed -$13K – 215
2022
Q1 		$13K Buy
+213
New +$12.7K 0.01% 344

Other funds holding GE

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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 $865B AUM 30.76% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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

San Luis Wealth Advisors's GE Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of GE Aerospace (GE) in Q2 2022, closing a stake of 213 shares — an estimated $13K sold.

San Luis Wealth Advisors first reported a position in GE in Q1 2022 and held it in 1 quarter. The position peaked at $13K in Q1 2022. 1,469 funds tracked by Wall St. Rank hold GE as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining GE Aerospace position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 213 GE Aerospace shares in Q2 2022, an estimated $13K.
  • San Luis Wealth Advisors first reported a position in GE Aerospace in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's GE Aerospace position peaked at $13K in Q1 2022.
  • 1,469 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.