WealthSource Partners’s GE Aerospace GE Stock Holding History

WealthSource Partners’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 Q3	–	Sell	-401	Closed	-$9K	–	521
2021 Q2	$9K	Sell	401 -3,411	-89%	-$228K	﹤0.01%	461
2021 Q1	$98K	Buy	3,812 +903	+31%	+$54.7K	0.01%	425
2020 Q4	$44K	Hold	2,909	–	–	0.01%	378
2020 Q3	$13K	Buy	2,909 +200	+7%	+$6.5K	﹤0.01%	358
2020 Q2	$16K	Buy	2,709 +1,305	+93%	+$44K	﹤0.01%	339
2020 Q1	$12K	Buy	+1,404	New	+$74.9K	﹤0.01%	338

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthSource Partners's GE Position: Q4 2023 in Review

WealthSource Partners increased its GE Aerospace (GE) stake by 2.6% in Q4 2023, buying an estimated $21.3K and bringing the position to 9,042 shares worth $921K. The position accounts for 0.06% of the portfolio, ranked #213.

WealthSource Partners first reported a position in GE in Q1 2016 and has held it in 30 quarters since. The position peaked at $2.28M in Q1 2016. 1,989 funds tracked by Wall St. Rank hold GE as of Q4 2023.

WealthSource Partners held 9,042 shares of GE Aerospace worth $921K as of Q4 2023.
WealthSource Partners bought 230 GE Aerospace shares in Q4 2023, an estimated $21.3K.
GE Aerospace made up 0.06% of WealthSource Partners's portfolio in Q4 2023, its #213 holding.
WealthSource Partners first reported a position in GE Aerospace in Q1 2016 and has held it in 30 quarters since.
WealthSource Partners's GE Aerospace position peaked at $2.28M in Q1 2016.
1,989 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.