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Baker Tilly Wealth Management’s GE Aerospace GE Stock Holding History

Baker Tilly 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 		$1.02M Buy
3,279
+68
+2% +$23.6K 0.2% 90
2026
Q2 		$1.2M Sell
3,211
-23
-0.7% -$7.2K 0.25% 71
2026
Q1 		$918K Buy
3,234
+245
+8% +$77K 0.22% 93
2025
Q4 		$921K Buy
2,989
+64
+2% +$19.3K 0.23% 91
2025
Q3 		$880K Buy
2,925
+70
+2% +$19.1K 0.2% 98
2025
Q2 		$735K Buy
2,855
+37
+1% +$8.12K 0.26% 85
2025
Q1 		$564K Buy
2,818
+359
+15% +$70.6K 0.22% 106
2024
Q4 		$410K Buy
2,459
+163
+7% +$29.1K 0.16% 141
2024
Q3 		$433K Buy
2,296
+231
+11% +$39.1K 0.19% 129
2024
Q2 		$328K Sell
2,065
-1,332
-39% -$213K 0.13% 183
2024
Q1 		$476K Sell
3,397
-485
-12% -$57.2K 0.09% 265
2023
Q4 		$395K Buy
3,882
+57
+1% +$5.28K 0.06% 340
2023
Q3 		$338K Sell
3,825
-197
-5% -$17.7K 0.06% 342
2023
Q2 		$353K Sell
4,022
-132
-3% -$10.7K 0.04% 426
2023
Q1 		$317K Sell
4,154
-929
-18% -$62.1K 0.04% 443
2022
Q4 		$265K Buy
+5,083
New +$250K 0.03% 454
2022
Q2 		– Sell
-4,010
Closed -$229K – 507
2022
Q1 		$229K Sell
4,010
-1,019
-20% -$60.8K 0.03% 474
2021
Q4 		$296K Sell
5,029
-13
-0.3% -$817 0.03% 433
2021
Q3 		$324K Sell
5,042
-17
-0.3% -$1.09K 0.04% 407
2021
Q2 		$339K Buy
5,059
+619
+14% +$41.3K 0.05% 370
2021
Q1 		$291K Buy
4,440
+491
+12% +$29.7K 0.06% 365
2020
Q4 		$213K Buy
+3,949
New +$177K 0.07% 308

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

Baker Tilly Wealth Management's GE Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its GE Aerospace (GE) stake by 2.1% in Q3 2026, buying an estimated $23.6K and bringing the position to 3,279 shares worth $1.02M. The position accounts for 0.2% of the portfolio, ranked #90.

Baker Tilly Wealth Management first reported a position in GE in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.2M in Q2 2026. 173 funds tracked by Wall St. Rank hold GE as of Q3 2026.

  • Baker Tilly Wealth Management held 3,279 shares of GE Aerospace worth $1.02M as of Q3 2026.
  • Baker Tilly Wealth Management bought 68 GE Aerospace shares in Q3 2026, an estimated $23.6K.
  • GE Aerospace made up 0.2% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #90 holding.
  • Baker Tilly Wealth Management first reported a position in GE Aerospace in Q4 2020 and has held it in 22 quarters since.
  • Baker Tilly Wealth Management's GE Aerospace position peaked at $1.2M in Q2 2026.
  • 173 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.