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Apexium Financial’s GE Aerospace GE Stock Holding History

Apexium Financial’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 		$503K Sell
1,673
-260
-13% -$71.1K 0.02% 193
2025
Q2 		$498K Buy
1,933
+359
+23% +$78.8K 0.03% 183
2025
Q1 		$315K Buy
1,574
+263
+20% +$51.7K 0.02% 219
2024
Q4 		$219K Buy
1,311
+190
+17% +$33.9K 0.01% 244
2024
Q3 		$211K Buy
+1,121
New +$190K 0.01% 223

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

Apexium Financial's GE Position: Q3 2025 in Review

Apexium Financial reduced its GE Aerospace (GE) stake by 13% in Q3 2025, selling an estimated $71.1K and leaving 1,673 shares worth $503K. The position accounts for 0.02% of the portfolio, ranked #193.

Apexium Financial first reported a position in GE in Q3 2024 and has held it in 5 quarters since. 2,949 funds tracked by Wall St. Rank hold GE as of Q3 2025.

  • Apexium Financial held 1,673 shares of GE Aerospace worth $503K as of Q3 2025.
  • Apexium Financial sold 260 GE Aerospace shares in Q3 2025, an estimated $71.1K.
  • GE Aerospace made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #193 holding.
  • Apexium Financial first reported a position in GE Aerospace in Q3 2024 and has held it in 5 quarters since.
  • 2,949 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.