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Accredited Wealth Management’s GE Aerospace GE Stock Holding History

Accredited 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 		$385K Sell
389
-890
-70% -$243K 0.29% 49
2025
Q2 		$329K Hold
1,279
– – 0.27% 52
2025
Q1 		$256K Buy
1,279
+110
+9% +$21.6K 0.22% 48
2024
Q4 		$195K Buy
+1,169
New +$209K 0.17% 67

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Accredited Wealth Management reduced its GE Aerospace (GE) stake by 70% in Q3 2025, selling an estimated $243K and leaving 389 shares worth $385K. The position accounts for 0.29% of the portfolio, ranked #49.

Accredited Wealth Management first reported a position in GE in Q4 2024 and has held it in 4 quarters since. 2,949 funds tracked by Wall St. Rank hold GE as of Q3 2025.

  • Accredited Wealth Management held 389 shares of GE Aerospace worth $385K as of Q3 2025.
  • Accredited Wealth Management sold 890 GE Aerospace shares in Q3 2025, an estimated $243K.
  • GE Aerospace made up 0.29% of Accredited Wealth Management's portfolio in Q3 2025, its #49 holding.
  • Accredited Wealth Management first reported a position in GE Aerospace in Q4 2024 and has held it in 4 quarters since.
  • 2,949 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.