Bartlett & Co Wealth Management’s GE Aerospace GE Stock Holding History

Bartlett & Co 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 Q1	$4.14M	Buy	14,747 +465	+3%	+$146K	0.05%	153
2025 Q4	$4.4M	Sell	14,282 -352	-2%	-$106K	0.06%	148
2025 Q3	$4.41M	Sell	14,634 -99	-0.7%	-$27.1K	0.06%	148
2025 Q2	$3.79M	Buy	14,733 +536	+4%	+$118K	0.05%	149
2025 Q1	$2.85M	Buy	14,197 +210	+2%	+$41.3K	0.04%	167
2024 Q4	$2.34M	Sell	13,987 -55	-0.4%	-$9.81K	0.03%	183
2024 Q3	$2.65M	Buy	14,042 +203	+1%	+$34.4K	0.04%	172
2024 Q2	$2.2M	Sell	13,839 -1,573	-10%	-$251K	0.03%	189
2024 Q1	$2.16M	Sell	15,412 -1,247	-7%	-$147K	0.03%	192
2023 Q4	$1.71M	Buy	16,659 +7,175	+76%	+$665K	0.03%	215
2023 Q3	$837K	Sell	9,484 -1	-0%	-$90	0.02%	283
2023 Q2	$832K	Buy	9,485 +1,804	+23%	+$146K	0.01%	294
2023 Q1	$586K	Sell	7,681 -2,177	-22%	-$146K	0.01%	270
2022 Q4	$515K	Sell	9,858 -723	-7%	-$35.5K	0.01%	285
2022 Q3	$409K	Sell	10,581 -464	-4%	-$20.4K	0.01%	301
2022 Q2	$439K	Buy	11,045 +55	+0.5%	+$2.67K	0.01%	293
2022 Q1	$627K	Buy	10,990 +85	+0.8%	+$5.07K	0.01%	272
2021 Q4	$642K	Buy	10,905 +6,517	+149%	+$409K	0.01%	274
2021 Q3	$282K	Sell	4,388 -117	-3%	-$7.52K	0.01%	310
2021 Q2	$302K	Sell	4,505 -2,267	-33%	-$151K	0.01%	302
2021 Q1	$444K	Buy	6,772 +79	+1%	+$4.79K	0.01%	272
2020 Q4	$361K	Buy	6,693 +1,609	+32%	+$72.1K	0.01%	278
2020 Q3	$158K	Sell	5,084 -2,426	-32%	-$78.9K	﹤0.01%	330
2020 Q2	$256K	Hold	7,510	–	–	0.01%	285
2020 Q1	$298K	Sell	7,510 -2,569	-25%	-$137K	0.01%	268
2019 Q4	$561K	Sell	10,079 -494	-5%	-$25.5K	0.01%	254
2019 Q3	$472K	Buy	10,573 +2,044	+24%	+$96.1K	0.01%	260
2019 Q2	$447K	Sell	8,529 -10,949	-56%	-$539K	0.02%	213
2019 Q1	$971K	Buy	19,478 +7,639	+65%	+$360K	0.04%	167
2018 Q4	$430K	Sell	11,839 -16,186	-58%	-$731K	0.02%	206
2018 Q3	$1.53M	Buy	28,025 +28	+0.1%	+$1.73K	0.06%	143
2018 Q2	$1.84M	Sell	27,997 -6,113	-18%	-$408K	0.08%	130
2018 Q1	$2.22M	Buy	+34,110	New	+$2.53M	0.09%	117

Other funds holding GE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bartlett & Co Wealth Management's GE Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its GE Aerospace (GE) stake by 3.3% in Q1 2026, buying an estimated $146K and bringing the position to 14,747 shares worth $4.14M. The position accounts for 0.05% of the portfolio, ranked #153.

Bartlett & Co Wealth Management first reported a position in GE in Q1 2018 and has held it in 33 quarters since. The position peaked at $4.41M in Q3 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Bartlett & Co Wealth Management held 14,747 shares of GE Aerospace worth $4.14M as of Q1 2026.
Bartlett & Co Wealth Management bought 465 GE Aerospace shares in Q1 2026, an estimated $146K.
GE Aerospace made up 0.05% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #153 holding.
Bartlett & Co Wealth Management first reported a position in GE Aerospace in Q1 2018 and has held it in 33 quarters since.
Bartlett & Co Wealth Management's GE Aerospace position peaked at $4.41M in Q3 2025.
3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.