1858 Wealth Management’s GE Aerospace GE Stock Holding History

1858 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
2025 Q3	$2.13M	Sell	7,072 -2,051	-22%	-$561K	1.49%	23
2025 Q2	$2.35M	Sell	9,123 -307	-3%	-$67.4K	1.73%	16
2025 Q1	$1.89M	Buy	9,430 +162	+2%	+$31.9K	1.6%	18
2024 Q4	$1.55M	Buy	9,268 +1,529	+20%	+$273K	1.22%	24
2024 Q3	$1.46M	Buy	7,739 +41	+0.5%	+$6.95K	1.2%	25
2024 Q2	$1.22M	Sell	7,698 -2,747	-26%	-$439K	1.02%	32
2024 Q1	$1.06M	Hold	10,445	–	–	1.01%	29
2023 Q4	$1.06M	Buy	+10,445	New	+$968K	1.01%	29

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

1858 Wealth Management's GE Position: Q3 2025 in Review

1858 Wealth Management reduced its GE Aerospace (GE) stake by 22% in Q3 2025, selling an estimated $561K and leaving 7,072 shares worth $2.13M. The position accounts for 1.49% of the portfolio, ranked #23.

1858 Wealth Management first reported a position in GE in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.35M in Q2 2025. 2,950 funds tracked by Wall St. Rank hold GE as of Q3 2025.

1858 Wealth Management held 7,072 shares of GE Aerospace worth $2.13M as of Q3 2025.
1858 Wealth Management sold 2,051 GE Aerospace shares in Q3 2025, an estimated $561K.
GE Aerospace made up 1.49% of 1858 Wealth Management's portfolio in Q3 2025, its #23 holding.
1858 Wealth Management first reported a position in GE Aerospace in Q4 2023 and has held it in 8 quarters since.
1858 Wealth Management's GE Aerospace position peaked at $2.35M in Q2 2025.
2,950 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.