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Allium Financial Advisors’s GE Aerospace GE Stock Holding History

Allium Financial Advisors’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
Q1 		$316K Sell
1,113
-304
-21% -$95.5K 0.25% 55
2025
Q4 		$436K Sell
1,417
-17
-1% -$5.12K 0.35% 43
2025
Q3 		$432K Sell
1,434
-13
-0.9% -$3.55K 0.36% 44
2025
Q2 		$372K Buy
1,447
+13
+0.9% +$2.85K 0.32% 49
2025
Q1 		$287K Buy
+1,434
New +$282K 0.26% 57

Other funds holding GE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Allium Financial Advisors's GE Position: Q1 2026 in Review

Allium Financial Advisors reduced its GE Aerospace (GE) stake by 21% in Q1 2026, selling an estimated $95.5K and leaving 1,113 shares worth $316K. The position accounts for 0.25% of the portfolio, ranked #55.

Allium Financial Advisors first reported a position in GE in Q1 2025 and has held it in 5 quarters since. The position peaked at $436K in Q4 2025. 3,209 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Allium Financial Advisors held 1,113 shares of GE Aerospace worth $316K as of Q1 2026.
  • Allium Financial Advisors sold 304 GE Aerospace shares in Q1 2026, an estimated $95.5K.
  • GE Aerospace made up 0.25% of Allium Financial Advisors's portfolio in Q1 2026, its #55 holding.
  • Allium Financial Advisors first reported a position in GE Aerospace in Q1 2025 and has held it in 5 quarters since.
  • Allium Financial Advisors's GE Aerospace position peaked at $436K in Q4 2025.
  • 3,209 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.