Western Pacific Wealth Management’s GE Aerospace GE Stock Holding History

Western Pacific Wealth 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
2024 Q2	–	Sell	-9	Closed	-$1.23K	–	255
2024 Q1	$1.23K	Buy	+9	New	+$1.06K	﹤0.01%	270
2023 Q4	–	Sell	-351	Closed	-$31K	–	261
2023 Q3	$31K	Sell	351 -75	-18%	-$6.74K	0.03%	164
2023 Q2	$37.3K	Sell	426 -168	-28%	-$13.6K	0.03%	156
2023 Q1	$45.3K	Sell	594 -491	-45%	-$32.8K	0.03%	152
2022 Q4	$56.6K	Buy	1,085 +168	+18%	+$8.26K	0.05%	123
2022 Q3	$35K	Buy	+917	New	+$40.3K	0.03%	127

Other funds holding GE

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Western Pacific Wealth Management's GE Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of GE Aerospace (GE) in Q2 2024, closing a stake of 9 shares — an estimated $1.23K sold.

Western Pacific Wealth Management first reported a position in GE in Q3 2022 and held it in 6 quarters. The position peaked at $56.6K in Q4 2022. 2,176 funds tracked by Wall St. Rank hold GE as of Q2 2024.

Western Pacific Wealth Management reported no remaining GE Aerospace position as of Q2 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 9 GE Aerospace shares in Q2 2024, an estimated $1.23K.
Western Pacific Wealth Management first reported a position in GE Aerospace in Q3 2022 and held it in 6 quarters.
Western Pacific Wealth Management's GE Aerospace position peaked at $56.6K in Q4 2022.
2,176 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.