Traverso Chambers Private Wealth Management’s GE Aerospace GE Stock Holding History

Traverso Chambers Private 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
2023 Q4	$256K	Hold	2,512	–	–	0.06%	110
2023 Q3	$222K	Hold	2,512	–	–	0.06%	108
2023 Q2	$220K	Buy	+2,512	New	+$203K	0.06%	107
2021 Q4	–	Sell	-3,213	Closed	-$206K	–	111
2021 Q3	$206K	Sell	3,213 -4	-0.1%	-$257	0.06%	107
2021 Q2	$216K	Buy	3,217 +1	+0%	+$67	0.07%	106
2021 Q1	$210K	Hold	3,216	–	–	0.07%	104
2020 Q4	$173K	Buy	3,216 +1	+0%	+$45	0.06%	105
2020 Q3	$100K	Buy	3,215 +121	+4%	+$3.93K	0.04%	104
2020 Q2	$105K	Buy	3,094 +51	+2%	+$1.72K	0.04%	98
2020 Q1	$120K	Buy	3,043 +10	+0.3%	+$533	0.06%	92
2019 Q4	$169K	Sell	3,033 -160	-5%	-$8.27K	0.07%	102
2019 Q3	$142K	Hold	3,193	–	–	0.07%	96
2019 Q2	$169K	Hold	3,193	–	–	0.08%	94
2019 Q1	$159K	Sell	3,193 -978	-23%	-$46K	0.08%	97
2018 Q4	$151K	Buy	+4,171	New	+$188K	0.08%	94

Other funds holding GE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Traverso Chambers Private Wealth Management's GE Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management held its GE Aerospace (GE) position steady in Q4 2023 at 2,512 shares worth $256K. The position accounts for 0.06% of the portfolio, ranked #110.

Traverso Chambers Private Wealth Management first reported a position in GE in Q4 2018 and has held it in 15 quarters since. 1,988 funds tracked by Wall St. Rank hold GE as of Q4 2023.

Traverso Chambers Private Wealth Management held 2,512 shares of GE Aerospace worth $256K as of Q4 2023.
Traverso Chambers Private Wealth Management left its GE Aerospace share count unchanged in Q4 2023.
GE Aerospace made up 0.06% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #110 holding.
Traverso Chambers Private Wealth Management first reported a position in GE Aerospace in Q4 2018 and has held it in 15 quarters since.
1,988 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.