Amplius Wealth Advisors’s GE Aerospace GE Stock Holding History

Amplius Wealth 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 Q3	$355K	Buy	1,138 +123	+12%	+$42.6K	0.02%	155
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Amplius Wealth Advisors's GE Position: Q3 2026 in Review

Amplius Wealth Advisors increased its GE Aerospace (GE) stake by 12% in Q3 2026, buying an estimated $42.6K and bringing the position to 1,138 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #155.

Amplius Wealth Advisors first reported a position in GE in Q4 2021 and has held it in 11 quarters since. The position peaked at $413K in Q2 2025. 2,262 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Amplius Wealth Advisors held 1,138 shares of GE Aerospace worth $355K as of Q3 2026.
Amplius Wealth Advisors bought 123 GE Aerospace shares in Q3 2026, an estimated $42.6K.
GE Aerospace made up 0.02% of Amplius Wealth Advisors's portfolio in Q3 2026, its #155 holding.
Amplius Wealth Advisors first reported a position in GE Aerospace in Q4 2021 and has held it in 11 quarters since.
Amplius Wealth Advisors's GE Aerospace position peaked at $413K in Q2 2025.
2,262 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.