Wade Financial Advisory’s GE Aerospace GE Stock Holding History

Wade Financial Advisory’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
2025 Q1	$382K	Sell	1,908 -60	-3%	-$11.8K	0.13%	56
2024 Q4	$328K	Sell	1,968 -501	-20%	-$89.4K	0.11%	61
2024 Q3	$466K	Hold	2,469	–	–	0.16%	56
2024 Q2	$392K	Sell	2,469 -625	-20%	-$99.8K	0.14%	60
2024 Q1	$433K	Sell	3,094 -175	-5%	-$20.6K	0.16%	57
2023 Q4	$333K	Sell	3,269 -4	-0.1%	-$371	0.13%	63
2023 Q3	$289K	Sell	3,273 -20	-0.6%	-$1.8K	0.12%	62
2023 Q2	$289K	Buy	3,293 +43	+1%	+$3.48K	0.11%	65
2023 Q1	$248K	Buy	+3,250	New	+$217K	0.1%	69
2022 Q2	–	Sell	-4,364	Closed	-$249K	–	77
2022 Q1	$249K	Buy	4,364 +144	+3%	+$8.59K	0.11%	74
2021 Q4	$248K	Sell	4,220 -273	-6%	-$17.2K	0.13%	68
2021 Q3	$288K	Sell	4,493 -6	-0.1%	-$386	0.16%	60
2021 Q2	$302K	Buy	4,499 +109	+2%	+$7.27K	0.17%	60
2021 Q1	$287K	Hold	4,390	–	–	0.18%	58
2020 Q4	$236K	Hold	4,390	–	–	0.16%	63
2020 Q3	$136K	Sell	4,390 -230	-5%	-$7.48K	0.11%	67
2020 Q2	$157K	Hold	4,620	–	–	0.14%	66
2020 Q1	$183K	Hold	4,620	–	–	0.18%	59
2019 Q4	$257K	Buy	+4,620	New	+$239K	0.23%	55

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

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

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

Wade Financial Advisory's GE Position: Q1 2025 in Review

Wade Financial Advisory reduced its GE Aerospace (GE) stake by 3% in Q1 2025, selling an estimated $11.8K and leaving 1,908 shares worth $382K. The position accounts for 0.13% of the portfolio, ranked #56.

Wade Financial Advisory first reported a position in GE in Q4 2019 and has held it in 19 quarters since. The position peaked at $466K in Q3 2024. 2,613 funds tracked by Wall St. Rank hold GE as of Q1 2025.

Wade Financial Advisory held 1,908 shares of GE Aerospace worth $382K as of Q1 2025.
Wade Financial Advisory sold 60 GE Aerospace shares in Q1 2025, an estimated $11.8K.
GE Aerospace made up 0.13% of Wade Financial Advisory's portfolio in Q1 2025, its #56 holding.
Wade Financial Advisory first reported a position in GE Aerospace in Q4 2019 and has held it in 19 quarters since.
Wade Financial Advisory's GE Aerospace position peaked at $466K in Q3 2024.
2,613 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.