Beacon Harbor Wealth Advisors’s GE Aerospace GE Stock Holding History

Beacon Harbor 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 Q1	$479K	Hold	1,687	–	–	0.1%	55
2025 Q4	$520K	Hold	1,687	–	–	0.12%	59
2025 Q3	$507K	Sell	1,687 -5	-0.3%	-$1.37K	0.12%	58
2025 Q2	$436K	Buy	1,692 +5	+0.3%	+$1.1K	0.11%	59
2025 Q1	$338K	Hold	1,687	–	–	0.08%	60
2024 Q4	$281K	Hold	1,687	–	–	0.07%	64
2024 Q3	$318K	Hold	1,687	–	–	0.08%	58
2024 Q2	$268K	Sell	1,687 -427	-20%	-$68.2K	0.07%	61
2024 Q1	$296K	Hold	2,114	–	–	0.08%	62
2023 Q4	$215K	Buy	+2,114	New	+$196K	0.06%	71
2023 Q2	–	Sell	-4,266	Closed	-$326K	–	77
2023 Q1	$326K	Sell	4,266 -3,206	-43%	-$214K	0.11%	56
2022 Q4	$390K	Buy	+7,472	New	+$367K	0.13%	61
2022 Q2	$355K	Hold	8,956	–	–	0.13%	64
2022 Q1	$511K	Sell	8,956 -113	-1%	-$6.74K	0.17%	57
2021 Q4	$534K	Sell	9,069 -2,006	-18%	-$126K	0.18%	56
2021 Q3	$711K	Sell	11,075 -131	-1%	-$8.42K	0.25%	50
2021 Q2	$752K	Sell	11,206 -191	-2%	-$12.7K	0.27%	51
2021 Q1	$746K	Sell	11,397 -1,243	-10%	-$75.3K	0.3%	49
2020 Q4	$680K	Buy	+12,640	New	+$566K	0.28%	48

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

Beacon Harbor Wealth Advisors's GE Position: Q1 2026 in Review

Beacon Harbor Wealth Advisors held its GE Aerospace (GE) position steady in Q1 2026 at 1,687 shares worth $479K. The position accounts for 0.1% of the portfolio, ranked #55.

Beacon Harbor Wealth Advisors first reported a position in GE in Q4 2020 and has held it in 19 quarters since. The position peaked at $752K in Q2 2021. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Beacon Harbor Wealth Advisors held 1,687 shares of GE Aerospace worth $479K as of Q1 2026.
Beacon Harbor Wealth Advisors left its GE Aerospace share count unchanged in Q1 2026.
GE Aerospace made up 0.1% of Beacon Harbor Wealth Advisors's portfolio in Q1 2026, its #55 holding.
Beacon Harbor Wealth Advisors first reported a position in GE Aerospace in Q4 2020 and has held it in 19 quarters since.
Beacon Harbor Wealth Advisors's GE Aerospace position peaked at $752K in Q2 2021.
3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.