Number of Shares
104,456.00
Current Holdings Value*
$20.91 Mil
% of Portfolio
2.26%
Total Estimate Gain
$25.08 Mil
% of Total Estimate Gain
75.68%

CapWealth Advisors, LLC's GE Aerospace Holding Summary

As of 2025-03-31, CapWealth Advisors, LLC held 104,456.00 shares of GE Aerospace(GE), totaling $20.91 Mil. This investment constitutes 2.26% of their stock portfolio, and CapWealth Advisors, LLC now holds 0.01% of the outstanding GE Aerospace(GE) stock.

The initial trade took place in 2014Q1. And since then CapWealth Advisors, LLC has made 19 purchases of GE, at an average price of $98.07, for a total of 337,947.25 shares. In addition, there have been 11 sales at an average price of $131.60 for 233,491.25 shares. Based on historical transaction data and GE's current price of $263.27, CapWealth Advisors, LLC's estimated gain on his GE holdings is $25.08 Mil, reflecting a 75.68% gain to date.

CapWealth Advisors, LLC GE ($263.27) Holding Chart

CapWealth Advisors, LLC GE ($263.27) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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