4J Wealth Management’s GE Aerospace GE Stock Holding History

4J 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
2026 Q3	$589K	Sell	1,885 -34	-2%	-$11.8K	0.27%	59
2026 Q2	$717K	Sell	1,919 -48	-2%	-$15K	0.35%	49
2026 Q1	$558K	Buy	1,967 +107	+6%	+$33.6K	0.32%	51
2025 Q4	$573K	Buy	1,860 +50	+3%	+$15.1K	0.33%	48
2025 Q3	$544K	Hold	1,810	–	–	0.32%	49
2025 Q2	$466K	Hold	1,810	–	–	0.31%	54
2025 Q1	$362K	Sell	1,810 -25	-1%	-$4.92K	0.29%	58
2024 Q4	$306K	Sell	1,835 -28	-2%	-$5K	0.25%	67
2024 Q3	$351K	Hold	1,863	–	–	0.27%	59
2024 Q2	$296K	Sell	1,863 -471	-20%	-$75.2K	0.24%	64
2024 Q1	$327K	Sell	2,334 -408	-15%	-$48.1K	0.28%	63
2023 Q4	$279K	Sell	2,742 -156	-5%	-$14.5K	0.26%	66
2023 Q3	$256K	Sell	2,898 -19	-0.7%	-$1.71K	0.25%	69
2023 Q2	$256K	Hold	2,917	–	–	0.25%	68
2023 Q1	$223K	Buy	+2,917	New	+$195K	0.24%	70
2022 Q2	–	Sell	-4,046	Closed	-$231K	–	72
2022 Q1	$231K	Hold	4,046	–	–	0.2%	67
2021 Q4	$238K	Sell	4,046 -299	-7%	-$18.8K	0.2%	69
2021 Q3	$279K	Sell	4,345 -252	-5%	-$16.2K	0.24%	63
2021 Q2	$308K	Sell	4,597 -160	-3%	-$10.7K	0.27%	60
2021 Q1	$311K	Sell	4,757 -5,366	-53%	-$325K	0.29%	58
2020 Q4	$544K	Buy	+10,123	New	+$454K	0.52%	43

Other funds holding GE

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

4J Wealth Management's GE Position: Q3 2026 in Review

4J Wealth Management reduced its GE Aerospace (GE) stake by 1.8% in Q3 2026, selling an estimated $11.8K and leaving 1,885 shares worth $589K. The position accounts for 0.27% of the portfolio, ranked #59.

4J Wealth Management first reported a position in GE in Q4 2020 and has held it in 21 quarters since. The position peaked at $717K in Q2 2026. 1,767 funds tracked by Wall St. Rank hold GE as of Q3 2026.

4J Wealth Management held 1,885 shares of GE Aerospace worth $589K as of Q3 2026.
4J Wealth Management sold 34 GE Aerospace shares in Q3 2026, an estimated $11.8K.
GE Aerospace made up 0.27% of 4J Wealth Management's portfolio in Q3 2026, its #59 holding.
4J Wealth Management first reported a position in GE Aerospace in Q4 2020 and has held it in 21 quarters since.
4J Wealth Management's GE Aerospace position peaked at $717K in Q2 2026.
1,767 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on 4J Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.