TrinityPoint Wealth’s GE Aerospace GE Stock Holding History

TrinityPoint Wealth’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	$1.53M	Buy	9,170 +437	+5%	+$78K	0.21%	109
2024 Q3	$1.65M	Buy	8,733 +367	+4%	+$62.2K	0.24%	101
2024 Q2	$1.33M	Buy	8,366 +6,702	+403%	+$1.07M	0.21%	112
2024 Q1	$233K	Buy	+1,664	New	+$196K	0.04%	275
2021 Q3	–	Sell	-2,386	Closed	-$160K	–	312
2021 Q2	$160K	Buy	2,386 +66	+3%	+$4.4K	0.03%	259
2021 Q1	$152K	Buy	2,320 +185	+9%	+$11.2K	0.04%	238
2020 Q4	$120K	Hold	2,135	–	–	0.03%	227
2020 Q3	$66K	Sell	2,135 -300	-12%	-$9.75K	0.02%	213
2020 Q2	$83K	Buy	2,435 +402	+20%	+$13.6K	0.03%	203
2020 Q1	$80K	Hold	2,033	–	–	0.03%	190
2019 Q4	$113K	Sell	2,033 -175	-8%	-$9.04K	0.04%	208
2019 Q3	$120K	Sell	2,208 -14	-0.6%	-$658	0.04%	205
2019 Q2	$118K	Sell	2,222 -702	-24%	-$34.6K	0.06%	168
2019 Q1	$146K	Sell	2,924 -236	-7%	-$11.1K	0.07%	178
2018 Q4	$115K	Buy	+3,160	New	+$143K	0.07%	164

Other funds holding GE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

TrinityPoint Wealth's GE Position: Q4 2024 in Review

TrinityPoint Wealth increased its GE Aerospace (GE) stake by 5% in Q4 2024, buying an estimated $78K and bringing the position to 9,170 shares worth $1.53M. The position accounts for 0.21% of the portfolio, ranked #109.

TrinityPoint Wealth first reported a position in GE in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.65M in Q3 2024. 2,446 funds tracked by Wall St. Rank hold GE as of Q4 2024.

TrinityPoint Wealth held 9,170 shares of GE Aerospace worth $1.53M as of Q4 2024.
TrinityPoint Wealth bought 437 GE Aerospace shares in Q4 2024, an estimated $78K.
GE Aerospace made up 0.21% of TrinityPoint Wealth's portfolio in Q4 2024, its #109 holding.
TrinityPoint Wealth first reported a position in GE Aerospace in Q4 2018 and has held it in 15 quarters since.
TrinityPoint Wealth's GE Aerospace position peaked at $1.65M in Q3 2024.
2,446 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.