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Avidian Wealth Enterprises’s GE Aerospace GE Stock Holding History

Avidian Wealth Enterprises’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 		$2.61M Buy
8,342
+349
+4% +$121K 0.07% 177
2026
Q2 		$2.99M Buy
7,993
+1,010
+14% +$316K 0.08% 150
2026
Q1 		$1.98M Buy
6,983
+3,740
+115% +$1.18M 0.06% 195
2025
Q4 		$999K Buy
3,243
+25
+0.8% +$7.53K 0.04% 224
2025
Q3 		$968K Buy
3,218
+336
+12% +$91.8K 0.04% 228
2025
Q2 		$742K Buy
2,882
+49
+2% +$10.8K 0.03% 252
2025
Q1 		$567K Buy
2,833
+277
+11% +$54.5K 0.03% 291
2024
Q4 		$426K Buy
2,556
+215
+9% +$38.4K 0.02% 326
2024
Q3 		$441K Buy
2,341
+160
+7% +$27.1K 0.02% 316
2024
Q2 		$347K Buy
2,181
+189
+9% +$30.2K 0.01% 364
2024
Q1 		$279K Buy
1,992
+24
+1% +$2.83K 0.01% 370
2023
Q4 		$201K Sell
1,968
-563
-22% -$52.2K 0.01% 405
2023
Q3 		$223K Sell
2,531
-233
-8% -$20.9K 0.02% 368
2023
Q2 		$242K Sell
2,764
-171
-6% -$13.8K 0.02% 370
2023
Q1 		$224K Buy
+2,935
New +$196K 0.01% 432
2022
Q1 		– Sell
-5,274
Closed -$310K – 528
2021
Q4 		$310K Sell
5,274
-965
-15% -$60.6K 0.02% 395
2021
Q3 		$400K Buy
6,239
+692
+12% +$44.5K 0.03% 248
2021
Q2 		$372K Buy
5,547
+46
+0.8% +$3.07K 0.03% 275
2021
Q1 		$360K Sell
5,501
-258
-4% -$15.6K 0.03% 257
2020
Q4 		$310K Sell
5,759
-3,848
-40% -$172K 0.03% 253
2020
Q3 		$298K Buy
9,607
+2,450
+34% +$79.6K 0.03% 218
2020
Q2 		$244K Sell
7,157
-1,876
-21% -$63.3K 0.03% 224
2020
Q1 		$357K Buy
9,033
+1,466
+19% +$78.2K 0.06% 130
2019
Q4 		$421K Buy
7,567
+3,374
+80% +$174K 0.06% 136
2019
Q3 		$187K Buy
4,193
+1,830
+77% +$86K 0.03% 183
2019
Q2 		$124K Sell
2,363
-445
-16% -$21.9K 0.03% 142
2019
Q1 		$140K Buy
+2,808
New +$132K 0.03% 130

Other funds holding GE

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Avidian Wealth Enterprises's GE Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its GE Aerospace (GE) stake by 4.4% in Q3 2026, buying an estimated $121K and bringing the position to 8,342 shares worth $2.61M. The position accounts for 0.07% of the portfolio, ranked #177.

Avidian Wealth Enterprises first reported a position in GE in Q1 2019 and has held it in 27 quarters since. The position peaked at $2.99M in Q2 2026. 173 funds tracked by Wall St. Rank hold GE as of Q3 2026.

  • Avidian Wealth Enterprises held 8,342 shares of GE Aerospace worth $2.61M as of Q3 2026.
  • Avidian Wealth Enterprises bought 349 GE Aerospace shares in Q3 2026, an estimated $121K.
  • GE Aerospace made up 0.07% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #177 holding.
  • Avidian Wealth Enterprises first reported a position in GE Aerospace in Q1 2019 and has held it in 27 quarters since.
  • Avidian Wealth Enterprises's GE Aerospace position peaked at $2.99M in Q2 2026.
  • 173 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.