Wealthstreet Investment Advisors’s GE Aerospace GE Stock Holding History

Wealthstreet Investment Advisors’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	-201	Closed	-$13K	–	78
2021 Q2	$13K	Sell	201 -59,362	-100%	-$3.96M	0.07%	74
2021 Q1	$3.9M	Buy	59,563 +9,691	+19%	+$587K	0.38%	65
2020 Q4	$2.69M	Buy	49,872 +9,434	+23%	+$423K	0.27%	82
2020 Q3	$1.25M	Sell	40,438 -1,192	-3%	-$38.7K	0.14%	136
2020 Q2	$1.42M	Sell	41,630 -2,257	-5%	-$76.1K	0.17%	120
2020 Q1	$1.74M	Buy	43,887 +7,043	+19%	+$376K	0.26%	92
2019 Q4	$2.05M	Sell	36,844 -5,681	-13%	-$294K	0.24%	98
2019 Q3	$1.92M	Sell	42,525 -3,301	-7%	-$155K	0.25%	95
2019 Q2	$2.4M	Sell	45,826 -1,363	-3%	-$67.1K	0.31%	77
2019 Q1	$2.35M	Buy	47,189 +773	+2%	+$36.4K	0.31%	80
2018 Q4	$1.99M	Sell	46,416 -16,999	-27%	-$767K	0.28%	88
2018 Q3	$3.43M	Sell	63,415 -6,961	-10%	-$429K	0.42%	63
2018 Q2	$4.59M	Buy	70,376 +13,956	+25%	+$931K	0.61%	46
2018 Q1	$3.65M	Sell	56,420 -3,647	-6%	-$270K	0.46%	57
2017 Q4	$5.02M	Buy	+60,067	New	+$5.73M	0.61%	42

Other funds holding GE

T. Rowe Price Associates

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 $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

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

Viking Global Investors

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

Eagle Capital Management (New York)

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

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return