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Taylor Hoffman Wealth Management’s GE Aerospace GE Stock Holding History

Taylor Hoffman 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
Q2 		$341K Sell
2,143
-542
-20% -$86.5K 0.14% 86
2024
Q1 		$376K Sell
2,685
-138
-5% -$16.3K 0.16% 84
2023
Q4 		$288K Hold
2,823
– – 0.13% 94
2023
Q3 		$249K Buy
2,823
+376
+15% +$33.8K 0.13% 98
2023
Q2 		$215K Buy
+2,447
New +$198K 0.11% 109
2022
Q4 		– Sell
-5,517
Closed -$213K – 112
2022
Q3 		$213K Hold
5,517
– – 0.11% 118
2022
Q2 		$218K Hold
5,517
– – 0.11% 122
2022
Q1 		$314K Sell
5,517
-9
-0.2% -$537 0.13% 110
2021
Q4 		$325K Sell
5,526
-50
-0.9% -$3.14K 0.12% 112
2021
Q3 		$368K Buy
5,576
+44
+0.8% +$2.83K 0.16% 102
2021
Q2 		$371K Buy
5,532
+8
+0.1% +$534 0.16% 102
2021
Q1 		$362K Sell
5,524
-141
-2% -$8.54K 0.17% 103
2020
Q4 		$305K Buy
5,665
+141
+3% +$6.32K 0.16% 106
2020
Q3 		$172K Hold
5,524
– – 0.1% 115
2020
Q2 		$188K Hold
5,524
– – 0.12% 117
2020
Q1 		$219K Sell
5,524
-1,378
-20% -$73.5K 0.21% 103
2019
Q4 		$384K Sell
6,902
-632
-8% -$32.7K 0.25% 88
2019
Q3 		$336K Buy
7,534
+823
+12% +$38.7K 0.24% 90
2019
Q2 		$351K Sell
6,711
-2,417
-26% -$119K 0.28% 84
2019
Q1 		$454K Sell
9,128
-43
-0.5% -$2.02K 0.34% 75
2018
Q4 		$333K Sell
9,171
-2,126
-19% -$96K 0.3% 76
2018
Q3 		$611K Sell
11,297
-751
-6% -$46.3K 0.48% 58
2018
Q2 		$786K Sell
12,048
-1,423
-11% -$94.9K 0.68% 44
2018
Q1 		$870K Buy
13,471
+229
+2% +$17K 0.8% 39
2017
Q4 		$1.11M Buy
+13,242
New +$1.26M 1.06% 24

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Taylor Hoffman Wealth Management's GE Position: Q2 2024 in Review

Taylor Hoffman Wealth Management reduced its GE Aerospace (GE) stake by 20% in Q2 2024, selling an estimated $86.5K and leaving 2,143 shares worth $341K. The position accounts for 0.14% of the portfolio, ranked #86.

Taylor Hoffman Wealth Management first reported a position in GE in Q4 2017 and has held it in 25 quarters since. The position peaked at $1.11M in Q4 2017. 2,176 funds tracked by Wall St. Rank hold GE as of Q2 2024.

  • Taylor Hoffman Wealth Management held 2,143 shares of GE Aerospace worth $341K as of Q2 2024.
  • Taylor Hoffman Wealth Management sold 542 GE Aerospace shares in Q2 2024, an estimated $86.5K.
  • GE Aerospace made up 0.14% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #86 holding.
  • Taylor Hoffman Wealth Management first reported a position in GE Aerospace in Q4 2017 and has held it in 25 quarters since.
  • Taylor Hoffman Wealth Management's GE Aerospace position peaked at $1.11M in Q4 2017.
  • 2,176 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.