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Sugarloaf Wealth Management’s GE Aerospace GE Stock Holding History

Sugarloaf 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 		$89K Buy
534
+1
+0.2% +$178 0.02% 238
2024
Q3 		$101K Sell
533
-7
-1% -$1.19K 0.02% 237
2024
Q2 		$85.9K Sell
540
-164
-23% -$26.2K 0.02% 242
2024
Q1 		$98.6K Sell
704
-55
-7% -$6.48K 0.02% 229
2023
Q4 		$77.3K Buy
759
+84
+12% +$7.78K 0.02% 237
2023
Q3 		$59.6K Hold
675
– – 0.02% 264
2023
Q2 		$59.2K Buy
675
+1
+0.1% +$81 0.01% 266
2023
Q1 		$51.5K Sell
674
-193
-22% -$12.9K 0.01% 285
2022
Q4 		$45.3K Sell
867
-215
-20% -$10.6K 0.01% 301
2022
Q3 		$42K Buy
1,082
+95
+10% +$4.18K 0.01% 310
2022
Q2 		$39K Buy
987
+1
+0.1% +$48 0.01% 322
2022
Q1 		$56K Sell
986
-240
-20% -$14.3K 0.01% 268
2021
Q4 		$72K Buy
1,226
+13
+1% +$817 0.02% 241
2021
Q3 		$78K Sell
1,213
-236
-16% -$15.2K 0.02% 218
2021
Q2 		$97K Buy
1,449
+1
+0.1% +$67 0.03% 196
2021
Q1 		$95 Sell
1,448
-531
-27% -$32.2K 0.03% 192
2020
Q4 		$107K Sell
1,979
-481
-20% -$21.6K 0.04% 169
2020
Q3 		$74K Sell
2,460
-1,789
-42% -$58.2K 0.03% 184
2020
Q2 		$145K Buy
4,249
+264
+7% +$8.9K 0.06% 133
2020
Q1 		$158K Sell
3,985
-111
-3% -$5.92K 0.07% 117
2019
Q4 		$228K Buy
+4,096
New +$212K 0.1% 110

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Sugarloaf Wealth Management increased its GE Aerospace (GE) stake by 0.19% in Q4 2024, buying an estimated $178 and bringing the position to 534 shares worth $89K. The position accounts for 0.02% of the portfolio, ranked #238.

Sugarloaf Wealth Management first reported a position in GE in Q4 2019 and has held it in 21 quarters since. The position peaked at $228K in Q4 2019. 2,446 funds tracked by Wall St. Rank hold GE as of Q4 2024.

  • Sugarloaf Wealth Management held 534 shares of GE Aerospace worth $89K as of Q4 2024.
  • Sugarloaf Wealth Management bought 1 GE Aerospace share in Q4 2024, an estimated $178.
  • GE Aerospace made up 0.02% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #238 holding.
  • Sugarloaf Wealth Management first reported a position in GE Aerospace in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's GE Aerospace position peaked at $228K in Q4 2019.
  • 2,446 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.