Wealthcare Capital Management’s GE Aerospace GE Stock Holding History

Wealthcare Capital Management’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
2021 Q2	–	Sell	-308	Closed	-$20K	–	305
2021 Q1	$20K	Buy	+308	New	+$18.7K	﹤0.01%	209
2020 Q2	–	Sell	-194	Closed	-$8K	–	120
2020 Q1	$8K	Sell	194 -121	-38%	-$6.45K	﹤0.01%	155
2019 Q4	$18K	Buy	315 +130	+70%	+$6.72K	﹤0.01%	153
2019 Q3	$8K	Hold	185	–	–	﹤0.01%	163
2019 Q2	$10K	Hold	185	–	–	﹤0.01%	147
2019 Q1	$9K	Sell	185 -7	-4%	-$330	﹤0.01%	161
2018 Q4	$7K	Hold	192	–	–	﹤0.01%	162
2018 Q3	$10K	Hold	192	–	–	﹤0.01%	155
2018 Q2	$13K	Hold	192	–	–	﹤0.01%	144
2018 Q1	$12K	Hold	192	–	–	﹤0.01%	137
2017 Q4	$16K	Sell	192 -105	-35%	-$10K	﹤0.01%	125
2017 Q3	$34K	Hold	297	–	–	﹤0.01%	96
2017 Q2	$38K	Sell	297 -110	-27%	-$15.1K	﹤0.01%	89
2017 Q1	$58K	Hold	407	–	–	0.01%	77
2016 Q4	$62K	Sell	407 -92	-18%	-$13.4K	0.01%	70
2016 Q3	$71K	Hold	499	–	–	0.01%	64
2016 Q2	$75K	Hold	499	–	–	0.01%	61
2016 Q1	$76K	Sell	499 -42	-8%	-$5.93K	0.01%	66
2015 Q4	$81K	Sell	541 -188	-26%	-$26.7K	0.01%	72
2015 Q3	$88K	Sell	729 -24	-3%	-$2.94K	0.01%	73
2015 Q2	$96K	Sell	753 -584	-44%	-$75.7K	0.01%	73
2015 Q1	$159K	Buy	1,337 +610	+84%	+$72.6K	0.02%	113
2014 Q4	$88K	Buy	727 +6	+0.8%	+$738	0.01%	65
2014 Q3	$88K	Hold	721	–	–	0.01%	67
2014 Q2	$91K	Buy	721 +41	+6%	+$5.21K	0.01%	61
2014 Q1	$84K	Buy	680 +122	+22%	+$15.1K	0.01%	62
2013 Q4	$75K	Buy	558 +251	+82%	+$31.6K	0.01%	36
2013 Q3	$35K	Hold	307	–	–	0.01%	51
2013 Q2	$34K	Buy	+307	New	+$34K	0.01%	53

Other funds holding GE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthcare Capital Management's GE Position: Q2 2021 in Review

Wealthcare Capital Management sold out of GE Aerospace (GE) in Q2 2021, closing a stake of 308 shares — an estimated $20K sold.

Wealthcare Capital Management first reported a position in GE in Q2 2013 and held it in 29 quarters. The position peaked at $159K in Q1 2015. 1,850 funds tracked by Wall St. Rank hold GE as of Q2 2021.

Wealthcare Capital Management reported no remaining GE Aerospace position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 308 GE Aerospace shares in Q2 2021, an estimated $20K.
Wealthcare Capital Management first reported a position in GE Aerospace in Q2 2013 and held it in 29 quarters.
Wealthcare Capital Management's GE Aerospace position peaked at $159K in Q1 2015.
1,850 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.