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SYSTM Wealth Solutions’s GE Aerospace GE Stock Holding History

SYSTM Wealth Solutions’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 		$945 Sell
5
-61
-92% -$10.3K 0.03% 81
2024
Q2 		$10.5K Sell
66
-2,347
-97% -$375K ﹤0.01% 475
2024
Q1 		$338K Sell
2,413
-17
-0.7% -$2K 0.04% 331
2023
Q4 		$248K Sell
2,430
-338
-12% -$31.3K 0.03% 355
2023
Q3 		$244K Buy
+2,768
New +$249K 0.04% 399
2023
Q1 		– Sell
-18,020
Closed -$941K – 487
2022
Q4 		$941K Buy
+18,020
New +$886K 0.12% 224

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

SYSTM Wealth Solutions's GE Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its GE Aerospace (GE) stake by 92% in Q3 2024, selling an estimated $10.3K and leaving 5 shares worth $945. The position accounts for 0.03% of the portfolio, ranked #81.

SYSTM Wealth Solutions first reported a position in GE in Q4 2022 and has held it in 6 quarters since. The position peaked at $941K in Q4 2022. 2,361 funds tracked by Wall St. Rank hold GE as of Q3 2024.

  • SYSTM Wealth Solutions held 5 shares of GE Aerospace worth $945 as of Q3 2024.
  • SYSTM Wealth Solutions sold 61 GE Aerospace shares in Q3 2024, an estimated $10.3K.
  • GE Aerospace made up 0.03% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #81 holding.
  • SYSTM Wealth Solutions first reported a position in GE Aerospace in Q4 2022 and has held it in 6 quarters since.
  • SYSTM Wealth Solutions's GE Aerospace position peaked at $941K in Q4 2022.
  • 2,361 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.