Wambolt & Associates’s GE Aerospace GE Stock Holding History

Wambolt & Associates’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 Q1	–	Sell	-93,456	Closed	-$149K	–	232
2023 Q4	$149K	Sell	93,456 -391	-0.4%	-$36.2K	0.05%	234
2023 Q3	$172K	Buy	93,847 +391	+0.4%	+$35.1K	0.06%	239
2023 Q2	$138K	Hold	93,456	–	–	0.05%	247
2023 Q1	$131K	Sell	93,456 -26,793	-22%	-$1.79M	0.05%	255
2022 Q4	$151K	Buy	120,249 +321	+0.3%	+$15.8K	0.06%	237
2022 Q3	$118K	Buy	119,928 +211	+0.2%	+$9.28K	0.05%	229
2022 Q2	$111K	Hold	119,717	–	–	0.04%	233
2022 Q1	$128K	Hold	119,717	–	–	0.05%	234
2021 Q4	$129K	Hold	119,717	–	–	0.05%	237
2021 Q3	$136K	Buy	+119,717	New	+$7.7M	0.05%	236

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Wambolt & Associates's GE Position: Q1 2024 in Review

Wambolt & Associates sold out of GE Aerospace (GE) in Q1 2024, closing a stake of 93,456 shares — an estimated $149K sold.

Wambolt & Associates first reported a position in GE in Q3 2021 and held it in 10 quarters. The position peaked at $172K in Q3 2023. 2,193 funds tracked by Wall St. Rank hold GE as of Q1 2024.

Wambolt & Associates reported no remaining GE Aerospace position as of Q1 2024 after selling out during the quarter.
Wambolt & Associates sold 93,456 GE Aerospace shares in Q1 2024, an estimated $149K.
Wambolt & Associates first reported a position in GE Aerospace in Q3 2021 and held it in 10 quarters.
Wambolt & Associates's GE Aerospace position peaked at $172K in Q3 2023.
2,193 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2024.

Based on Wambolt & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.