WWP
GE icon

WR Wealth Planners’s GE Aerospace GE Stock Holding History

WR Wealth Planners’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
Q4 		$39.9K Buy
239
+56
+31% +$9.99K 0.01% 342
2024
Q3 		$34.5K Buy
183
+7
+4% +$1.19K 0.01% 390
2024
Q2 		$28K Sell
176
-278
-61% -$44.4K 0.01% 400
2024
Q1 		$63.5K Buy
+454
New +$53.5K 0.02% 304
2023
Q4 		– Sell
-142
Closed -$12.5K – 444
2023
Q3 		$12.5K Hold
142
– – ﹤0.01% 505
2023
Q2 		$12.4K Sell
142
-188
-57% -$15.2K ﹤0.01% 511
2023
Q1 		$25.1K Buy
330
+169
+105% +$11.3K 0.01% 394
2022
Q4 		$8.42K Sell
161
-202
-56% -$9.93K 0.01% 283
2022
Q3 		$14K Sell
363
-48
-12% -$2.11K 0.01% 231
2022
Q2 		$16.3K Hold
411
– – 0.01% 244
2022
Q1 		$23.4K Buy
+411
New +$24.5K 0.01% 213

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

WR Wealth Planners's GE Position: Q4 2024 in Review

WR Wealth Planners increased its GE Aerospace (GE) stake by 31% in Q4 2024, buying an estimated $9.99K and bringing the position to 239 shares worth $39.9K. The position accounts for 0.01% of the portfolio, ranked #342.

WR Wealth Planners first reported a position in GE in Q1 2022 and has held it in 11 quarters since. The position peaked at $63.5K in Q1 2024. 2,447 funds tracked by Wall St. Rank hold GE as of Q4 2024.

  • WR Wealth Planners held 239 shares of GE Aerospace worth $39.9K as of Q4 2024.
  • WR Wealth Planners bought 56 GE Aerospace shares in Q4 2024, an estimated $9.99K.
  • GE Aerospace made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #342 holding.
  • WR Wealth Planners first reported a position in GE Aerospace in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's GE Aerospace position peaked at $63.5K in Q1 2024.
  • 2,447 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.