BCU Wealth Advisors’s GE Aerospace GE Stock Holding History

BCU Wealth Advisors’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	$724K	Sell	2,320 -62	-3%	-$21.5K	0.23%	29
2026 Q2	$890K	Buy	2,382 +277	+13%	+$86.7K	0.3%	28
2026 Q1	$597K	Buy	2,105 +2	+0.1%	+$629	0.22%	33
2025 Q4	$648K	Buy	2,103 +3	+0.1%	+$903	0.25%	29
2025 Q3	$632K	Buy	2,100 +3	+0.1%	+$820	0.26%	30
2025 Q2	$540K	Buy	2,097 +3	+0.1%	+$658	0.24%	35
2025 Q1	$419K	Buy	2,094 +3	+0.1%	+$590	0.22%	33
2024 Q4	$349K	Buy	2,091 +4	+0.2%	+$714	0.2%	39
2024 Q3	$394K	Buy	2,087 +3	+0.1%	+$508	0.23%	35
2024 Q2	$331K	Sell	2,084 -522	-20%	-$83.3K	0.24%	37
2024 Q1	$365K	Buy	2,606 +1	+0%	+$118	0.31%	34
2023 Q4	$265K	Buy	+2,605	New	+$241K	0.29%	37

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

BCU Wealth Advisors's GE Position: Q3 2026 in Review

BCU Wealth Advisors reduced its GE Aerospace (GE) stake by 2.6% in Q3 2026, selling an estimated $21.5K and leaving 2,320 shares worth $724K. The position accounts for 0.23% of the portfolio, ranked #29.

BCU Wealth Advisors first reported a position in GE in Q4 2023 and has held it in 12 quarters since. The position peaked at $890K in Q2 2026. 2,897 funds tracked by Wall St. Rank hold GE as of Q3 2026.

BCU Wealth Advisors held 2,320 shares of GE Aerospace worth $724K as of Q3 2026.
BCU Wealth Advisors sold 62 GE Aerospace shares in Q3 2026, an estimated $21.5K.
GE Aerospace made up 0.23% of BCU Wealth Advisors's portfolio in Q3 2026, its #29 holding.
BCU Wealth Advisors first reported a position in GE Aerospace in Q4 2023 and has held it in 12 quarters since.
BCU Wealth Advisors's GE Aerospace position peaked at $890K in Q2 2026.
2,897 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on BCU Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.