Aprio Wealth Management’s GE Aerospace GE Stock Holding History

Aprio 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
2026 Q3	$972K	Buy	3,113 +126	+4%	+$43.6K	0.04%	252
2026 Q2	$1.12M	Sell	2,987 -27	-0.9%	-$8.45K	0.06%	218
2026 Q1	$855K	Buy	3,014 +1,365	+83%	+$429K	0.05%	235
2025 Q4	$850K	Buy	1,649 +42	+3%	+$12.6K	0.05%	226
2025 Q3	$483K	Buy	1,607 +94	+6%	+$25.7K	0.05%	224
2025 Q2	$389K	Buy	1,513 +16	+1%	+$3.51K	0.04%	234
2025 Q1	$300K	Buy	1,497 +54	+4%	+$10.6K	0.04%	267
2024 Q4	$241K	Sell	1,443 -260	-15%	-$46.4K	0.04%	258
2024 Q3	$321K	Buy	1,703 +429	+34%	+$72.7K	0.05%	184
2024 Q2	$202K	Buy	+1,274	New	+$203K	0.04%	240
2020 Q4	–	Sell	-6,111	Closed	-$190K	–	57
2020 Q3	$190K	Sell	6,111 -1,402	-19%	-$45.6K	0.13%	66
2020 Q2	$256K	Sell	7,513 -17	-0.2%	-$573	0.25%	53
2020 Q1	$298K	Sell	7,530 -837	-10%	-$44.6K	0.38%	41
2019 Q4	$465K	Buy	+8,367	New	+$432K	0.34%	36

Other funds holding GE

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Aprio Wealth Management's GE Position: Q3 2026 in Review

Aprio Wealth Management increased its GE Aerospace (GE) stake by 4.2% in Q3 2026, buying an estimated $43.6K and bringing the position to 3,113 shares worth $972K. The position accounts for 0.04% of the portfolio, ranked #252.

Aprio Wealth Management first reported a position in GE in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.12M in Q2 2026. 2,897 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Aprio Wealth Management held 3,113 shares of GE Aerospace worth $972K as of Q3 2026.
Aprio Wealth Management bought 126 GE Aerospace shares in Q3 2026, an estimated $43.6K.
GE Aerospace made up 0.04% of Aprio Wealth Management's portfolio in Q3 2026, its #252 holding.
Aprio Wealth Management first reported a position in GE Aerospace in Q4 2019 and has held it in 14 quarters since.
Aprio Wealth Management's GE Aerospace position peaked at $1.12M in Q2 2026.
2,897 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.