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Beacon Financial Advisory’s GE Aerospace GE Stock Holding History

Beacon Financial Advisory’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 		$820K Buy
2,891
+90
+3% +$28.3K 0.19% 154
2025
Q4 		$863K Sell
2,801
-327
-10% -$98.5K 0.2% 137
2025
Q3 		$941K Sell
3,128
-249
-7% -$68.1K 0.22% 127
2025
Q2 		$869K Buy
3,377
+1,548
+85% +$340K 0.22% 124
2025
Q1 		$366K Buy
1,829
+629
+52% +$124K 0.11% 206
2024
Q4 		$200K Buy
1,200
+37
+3% +$6.6K 0.07% 289
2024
Q3 		$219K Buy
+1,163
New +$197K 0.07% 269
2023
Q2 		– Sell
-8,264
Closed -$630K – 222
2023
Q1 		$630K Sell
8,264
-2,460
-23% -$165K 0.4% 81
2022
Q4 		$560K Sell
10,724
-314
-3% -$15.4K 0.4% 80
2022
Q3 		$426K Sell
11,038
-6,222
-36% -$274K 0.3% 108
2022
Q2 		$685K Buy
17,260
+34
+0.2% +$1.65K 0.39% 81
2022
Q1 		$982K Buy
17,226
+2,074
+14% +$124K 0.47% 62
2021
Q4 		$892K Sell
15,152
-416
-3% -$26.1K 0.41% 77
2021
Q3 		$999K Sell
15,568
-47
-0.3% -$3.02K 0.52% 56
2021
Q2 		$1.05M Buy
15,615
+636
+4% +$42.4K 0.56% 52
2021
Q1 		$980K Buy
14,979
+526
+4% +$31.9K 0.56% 51
2020
Q4 		$777K Buy
14,453
+3,728
+35% +$167K 0.51% 60
2020
Q3 		$333K Buy
10,725
+6,449
+151% +$210K 0.29% 119
2020
Q2 		$145K Buy
4,276
+219
+5% +$7.38K 0.16% 140
2020
Q1 		$160K Buy
4,057
+374
+10% +$19.9K 0.2% 128
2019
Q4 		$204K Buy
+3,683
New +$190K 0.17% 153

Other funds holding GE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Beacon Financial Advisory's GE Position: Q1 2026 in Review

Beacon Financial Advisory increased its GE Aerospace (GE) stake by 3.2% in Q1 2026, buying an estimated $28.3K and bringing the position to 2,891 shares worth $820K. The position accounts for 0.19% of the portfolio, ranked #154.

Beacon Financial Advisory first reported a position in GE in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.05M in Q2 2021. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Beacon Financial Advisory held 2,891 shares of GE Aerospace worth $820K as of Q1 2026.
  • Beacon Financial Advisory bought 90 GE Aerospace shares in Q1 2026, an estimated $28.3K.
  • GE Aerospace made up 0.19% of Beacon Financial Advisory's portfolio in Q1 2026, its #154 holding.
  • Beacon Financial Advisory first reported a position in GE Aerospace in Q4 2019 and has held it in 21 quarters since.
  • Beacon Financial Advisory's GE Aerospace position peaked at $1.05M in Q2 2021.
  • 3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.