Aviso Wealth Management
GE icon

Aviso Wealth Management’s GE Aerospace GE Stock Holding History

Aviso 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 		$4.3M Sell
13,779
-589
-4% -$204K 1.65% 15
2026
Q2 		$5.37M Buy
14,368
+56
+0.4% +$17.5K 1.83% 12
2026
Q1 		$4.06M Buy
14,312
+409
+3% +$129K 1.83% 14
2025
Q4 		$4.28M Sell
13,903
-1,730
-11% -$521K 1.8% 12
2025
Q3 		$4.7M Buy
15,633
+33
+0.2% +$9.02K 2.05% 9
2025
Q2 		$4.02M Buy
15,600
+533
+4% +$117K 1.88% 9
2025
Q1 		$3.02M Buy
15,067
+3,894
+35% +$766K 1.6% 12
2024
Q4 		$1.86M Buy
11,173
+8,348
+296% +$1.49M 0.95% 23
2024
Q3 		$533K Buy
2,825
+1,390
+97% +$236K 0.29% 87
2024
Q2 		$228K Sell
1,435
-190
-12% -$30.3K 0.14% 138
2024
Q1 		$228K Buy
+1,625
New +$191K 0.14% 134

Other funds holding GE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Aviso Wealth Management reduced its GE Aerospace (GE) stake by 4.1% in Q3 2026, selling an estimated $204K and leaving 13,779 shares worth $4.3M. The position accounts for 1.65% of the portfolio, ranked #15.

Aviso Wealth Management first reported a position in GE in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.37M in Q2 2026. 1,980 funds tracked by Wall St. Rank hold GE as of Q3 2026.

  • Aviso Wealth Management held 13,779 shares of GE Aerospace worth $4.3M as of Q3 2026.
  • Aviso Wealth Management sold 589 GE Aerospace shares in Q3 2026, an estimated $204K.
  • GE Aerospace made up 1.65% of Aviso Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Aviso Wealth Management first reported a position in GE Aerospace in Q1 2024 and has held it in 11 quarters since.
  • Aviso Wealth Management's GE Aerospace position peaked at $5.37M in Q2 2026.
  • 1,980 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.