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Unique Wealth Strategies’s GE Aerospace GE Stock Holding History

Unique Wealth Strategies’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
-2,915
Closed -$550K – 208
2024
Q3 		$550K Sell
2,915
-105
-3% -$17.8K 0.23% 109
2024
Q2 		$530K Sell
3,020
-764
-20% -$122K 0.25% 107
2024
Q1 		$530K Buy
+3,784
New +$446K 0.26% 107

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

Unique Wealth Strategies's GE Position: Q4 2024 in Review

Unique Wealth Strategies sold out of GE Aerospace (GE) in Q4 2024, closing a stake of 2,915 shares — an estimated $550K sold.

Unique Wealth Strategies first reported a position in GE in Q1 2024 and held it in 3 quarters. The position peaked at $550K in Q3 2024. 2,446 funds tracked by Wall St. Rank hold GE as of Q4 2024.

  • Unique Wealth Strategies reported no remaining GE Aerospace position as of Q4 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 2,915 GE Aerospace shares in Q4 2024, an estimated $550K.
  • Unique Wealth Strategies first reported a position in GE Aerospace in Q1 2024 and held it in 3 quarters.
  • Unique Wealth Strategies's GE Aerospace position peaked at $550K in Q3 2024.
  • 2,446 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2024.

Based on Unique Wealth Strategies's 13F filing for Q4 2024, filed 14 Jul 2026.