Wealth Management Solutions’s GE Aerospace GE Stock Holding History

Wealth Management Solutions’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 Q2	–	Sell	-2,654	Closed	-$202K	–	88
2023 Q1	$202K	Buy	+2,654	New	+$178K	0.12%	82
2022 Q2	–	Sell	-4,096	Closed	-$233K	–	99
2022 Q1	$233K	Buy	4,096 +1	+0%	+$60	0.12%	99
2021 Q4	$241K	Buy	+4,095	New	+$257K	0.12%	105

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

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

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

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

Wealth Management Solutions's GE Position: Q2 2023 in Review

Wealth Management Solutions sold out of GE Aerospace (GE) in Q2 2023, closing a stake of 2,654 shares — an estimated $202K sold.

Wealth Management Solutions first reported a position in GE in Q4 2021 and held it in 3 quarters. The position peaked at $241K in Q4 2021. 1,737 funds tracked by Wall St. Rank hold GE as of Q2 2023.

Wealth Management Solutions reported no remaining GE Aerospace position as of Q2 2023 after selling out during the quarter.
Wealth Management Solutions sold 2,654 GE Aerospace shares in Q2 2023, an estimated $202K.
Wealth Management Solutions first reported a position in GE Aerospace in Q4 2021 and held it in 3 quarters.
Wealth Management Solutions's GE Aerospace position peaked at $241K in Q4 2021.
1,737 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2023.

Based on Wealth Management Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.