Selective Wealth Management’s GE Aerospace GE Stock Holding History

Selective Wealth Management’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
2024 Q4	–	Sell	-2,109	Closed	-$395K	–	108
2024 Q3	$395K	Hold	2,109	–	–	0.16%	66
2024 Q2	$344K	Sell	2,109 -471	-18%	-$75.2K	0.15%	73
2024 Q1	$322K	Sell	2,580 -63	-2%	-$7.42K	0.14%	76
2023 Q4	$263K	Sell	2,643 -171	-6%	-$15.8K	0.13%	75
2023 Q3	$244K	Sell	2,814 -8	-0.3%	-$719	0.13%	71
2023 Q2	$249K	Buy	+2,822	New	+$229K	0.12%	96
2022 Q4	–	Sell	-3,814	Closed	-$147K	–	345
2022 Q3	$147K	Buy	3,814 +140	+4%	+$6.16K	0.06%	163
2022 Q2	$146K	Buy	3,674 +350	+11%	+$17K	0.05%	179
2022 Q1	$189K	Buy	3,324 +220	+7%	+$13.1K	0.07%	141
2021 Q4	$183K	Hold	3,104	–	–	0.07%	131
2021 Q3	$199K	Sell	3,104 -3,837	-55%	-$247K	0.11%	107
2021 Q2	$466K	Sell	6,941 -1,350	-16%	-$90.1K	0.37%	34
2021 Q1	$543K	Buy	8,291 +789	+11%	+$47.8K	0.49%	28
2020 Q4	$404K	Sell	7,502 -7,836	-51%	-$351K	0.26%	33
2020 Q3	$476K	Sell	15,338 -663	-4%	-$21.6K	0.37%	30
2020 Q2	$545K	Buy	16,001 +8,568	+115%	+$289K	0.45%	29
2020 Q1	$294K	Hold	7,433	–	–	0.46%	15
2019 Q4	$413K	Hold	7,433	–	–	0.5%	16
2019 Q3	$331K	Sell	7,433 -81	-1%	-$3.81K	0.46%	18
2019 Q2	$393K	Buy	7,514 +81	+1%	+$3.99K	0.64%	21
2019 Q1	$370K	Buy	+7,433	New	+$350K	0.45%	18
2018 Q3	$422K	Buy	+7,794	New	+$480K	5.05%	5

Other funds holding GE

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

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Selective Wealth Management's GE Position: Q4 2024 in Review

Selective Wealth Management sold out of GE Aerospace (GE) in Q4 2024, closing a stake of 2,109 shares — an estimated $395K sold.

Selective Wealth Management first reported a position in GE in Q3 2018 and held it in 22 quarters. The position peaked at $545K in Q2 2020. 2,447 funds tracked by Wall St. Rank hold GE as of Q4 2024.

Selective Wealth Management reported no remaining GE Aerospace position as of Q4 2024 after selling out during the quarter.
Selective Wealth Management sold 2,109 GE Aerospace shares in Q4 2024, an estimated $395K.
Selective Wealth Management first reported a position in GE Aerospace in Q3 2018 and held it in 22 quarters.
Selective Wealth Management's GE Aerospace position peaked at $545K in Q2 2020.
2,447 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2024.

Based on Selective Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.