V Wealth Advisors’s GE Aerospace GE Stock Holding History

V Wealth Advisors’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 Q1	–	Sell	-3,908	Closed	-$204K	–	387
2022 Q4	$204K	Buy	+3,908	New	+$192K	0.04%	343
2022 Q1	–	Sell	-5,050	Closed	-$297K	–	451
2021 Q4	$297K	Sell	5,050 -1,139	-18%	-$71.6K	0.04%	358
2021 Q3	$397K	Sell	6,189 -251	-4%	-$16.1K	0.06%	306
2021 Q2	$430K	Sell	6,440 -12	-0.2%	-$801	0.07%	304
2021 Q1	$422K	Sell	6,452 -763	-11%	-$46.2K	0.08%	279
2020 Q4	$388K	Buy	+7,215	New	+$323K	0.08%	254
2020 Q3	–	Sell	-7,897	Closed	-$269K	–	230
2020 Q2	$269K	Sell	7,897 -961	-11%	-$32.4K	0.07%	287
2020 Q1	$351K	Buy	8,858 +1,240	+16%	+$66.1K	0.11%	190
2019 Q4	$340K	Hold	7,618	–	–	0.12%	185
2019 Q3	$340K	Buy	7,618 +684	+10%	+$32.1K	0.12%	185
2019 Q2	$365K	Buy	6,934 +518	+8%	+$25.5K	0.14%	169
2019 Q1	$298K	Sell	6,416 -428	-6%	-$20.2K	0.12%	181
2018 Q4	$282K	Sell	6,844 -709	-9%	-$32K	0.14%	160
2018 Q3	$409K	Sell	7,553 -790	-9%	-$48.7K	0.19%	131
2018 Q2	$564K	Buy	8,343 +245	+3%	+$16.3K	0.32%	85
2018 Q1	$513K	Buy	8,098 +105	+1%	+$7.78K	0.27%	102
2017 Q4	$696K	Sell	7,993 -287	-3%	-$27.4K	0.35%	76
2017 Q3	$957K	Buy	8,280 +728	+10%	+$88K	0.49%	55
2017 Q2	$981K	Sell	7,552 -1,621	-18%	-$222K	0.46%	58
2017 Q1	$1.31M	Buy	9,173 +1	+0%	+$145	0.81%	41
2016 Q4	$1.38M	Buy	9,172 +17	+0.2%	+$2.47K	1.01%	33
2016 Q3	$1.3M	Sell	9,155 -58	-0.6%	-$8.65K	1.05%	35
2016 Q2	$1.39M	Buy	9,213 +208	+2%	+$30.3K	1.14%	26
2016 Q1	$1.38M	Buy	+9,005	New	+$1.27M	1.1%	31

Other funds holding GE

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

V Wealth Advisors's GE Position: Q1 2023 in Review

V Wealth Advisors sold out of GE Aerospace (GE) in Q1 2023, closing a stake of 3,908 shares — an estimated $204K sold.

V Wealth Advisors first reported a position in GE in Q1 2016 and held it in 24 quarters. The position peaked at $1.39M in Q2 2016. 1,616 funds tracked by Wall St. Rank hold GE as of Q1 2023.

V Wealth Advisors reported no remaining GE Aerospace position as of Q1 2023 after selling out during the quarter.
V Wealth Advisors sold 3,908 GE Aerospace shares in Q1 2023, an estimated $204K.
V Wealth Advisors first reported a position in GE Aerospace in Q1 2016 and held it in 24 quarters.
V Wealth Advisors's GE Aerospace position peaked at $1.39M in Q2 2016.
1,616 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2023.

Based on V Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.