Source Financial Advisors’s GE Aerospace GE Stock Holding History

Source Financial 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
2024 Q3	$268K	Sell	1,420 -8	-0.6%	-$1.35K	0.08%	101
2024 Q2	$227K	Sell	1,428 -312	-18%	-$49.8K	0.07%	106
2024 Q1	$244K	Buy	+1,740	New	+$205K	0.07%	106
2022 Q2	–	Sell	-12,645	Closed	-$721K	–	114
2022 Q1	$721K	Buy	12,645 +5,347	+73%	+$319K	0.21%	66
2021 Q4	$430K	Sell	7,298 -570	-7%	-$35.8K	0.12%	85
2021 Q3	$505K	Buy	+7,868	New	+$506K	0.13%	69
2021 Q2	–	Sell	-7,853	Closed	-$514K	–	111
2021 Q1	$514K	Buy	+7,853	New	+$476K	0.14%	72

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

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

Source Financial Advisors's GE Position: Q3 2024 in Review

Source Financial Advisors reduced its GE Aerospace (GE) stake by 0.56% in Q3 2024, selling an estimated $1.35K and leaving 1,420 shares worth $268K. The position accounts for 0.08% of the portfolio, ranked #101.

Source Financial Advisors first reported a position in GE in Q1 2021 and has held it in 7 quarters since. The position peaked at $721K in Q1 2022. 2,361 funds tracked by Wall St. Rank hold GE as of Q3 2024.

Source Financial Advisors held 1,420 shares of GE Aerospace worth $268K as of Q3 2024.
Source Financial Advisors sold 8 GE Aerospace shares in Q3 2024, an estimated $1.35K.
GE Aerospace made up 0.08% of Source Financial Advisors's portfolio in Q3 2024, its #101 holding.
Source Financial Advisors first reported a position in GE Aerospace in Q1 2021 and has held it in 7 quarters since.
Source Financial Advisors's GE Aerospace position peaked at $721K in Q1 2022.
2,361 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.