Amplius Wealth Advisors’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$379K Buy
1,015
+46
+5% +$14.4K 0.03% 147
2026
Q1
$275K Sell
969
-58
-6% -$18.2K 0.02% 151
2025
Q4
$316K Buy
1,027
+49
+5% +$14.8K 0.03% 138
2025
Q3
$294K Sell
978
-625
-39% -$171K 0.03% 140
2025
Q2
$413K Buy
1,603
+448
+39% +$98.3K 0.04% 134
2025
Q1
$231K Buy
+1,155
New +$227K 0.02% 169
2024
Q4
Sell
-1,112
Closed -$210K 183
2024
Q3
$210K Buy
+1,112
New +$188K 0.02% 170
2023
Q3
Sell
-2,566
Closed -$225K 165
2023
Q2
$225K Buy
+2,566
New +$208K 0.03% 150
2022
Q2
Sell
-3,807
Closed -$217K 186
2022
Q1
$217K Sell
3,807
-31
-0.8% -$1.85K 0.03% 164
2021
Q4
$225K Buy
+3,838
New +$241K 0.03% 175

Other funds holding GE

Amplius Wealth Advisors's GE Position: Q2 2026 in Review

Amplius Wealth Advisors increased its GE Aerospace (GE) stake by 4.7% in Q2 2026, buying an estimated $14.4K and bringing the position to 1,015 shares worth $379K. The position accounts for 0.03% of the portfolio, ranked #147.

Amplius Wealth Advisors first reported a position in GE in Q4 2021 and has held it in 10 quarters since. The position peaked at $413K in Q2 2025. 1,067 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Amplius Wealth Advisors held 1,015 shares of GE Aerospace worth $379K as of Q2 2026.
  • Amplius Wealth Advisors bought 46 GE Aerospace shares in Q2 2026, an estimated $14.4K.
  • GE Aerospace made up 0.03% of Amplius Wealth Advisors's portfolio in Q2 2026, its #147 holding.
  • Amplius Wealth Advisors first reported a position in GE Aerospace in Q4 2021 and has held it in 10 quarters since.
  • Amplius Wealth Advisors's GE Aerospace position peaked at $413K in Q2 2025.
  • 1,067 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.