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Total Wealth Planning’s GE Aerospace GE Stock Holding History

Total Wealth Planning’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
-1,064
Closed -$201K – 94
2024
Q3 		$201K Buy
+1,064
New +$180K 0.03% 90

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

Total Wealth Planning's GE Position: Q4 2024 in Review

Total Wealth Planning sold out of GE Aerospace (GE) in Q4 2024, closing a stake of 1,064 shares — an estimated $201K sold.

Total Wealth Planning first reported a position in GE in Q3 2024 and held it in 1 quarter. The position peaked at $201K in Q3 2024. 2,446 funds tracked by Wall St. Rank hold GE as of Q4 2024.

  • Total Wealth Planning reported no remaining GE Aerospace position as of Q4 2024 after selling out during the quarter.
  • Total Wealth Planning sold 1,064 GE Aerospace shares in Q4 2024, an estimated $201K.
  • Total Wealth Planning first reported a position in GE Aerospace in Q3 2024 and held it in 1 quarter.
  • Total Wealth Planning's GE Aerospace position peaked at $201K in Q3 2024.
  • 2,446 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2024.

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