Bell & Brown Wealth Advisors’s GE Aerospace GE Stock Holding History

Bell & Brown 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	$1.02M	Sell	3,606 -32	-0.9%	-$10.1K	0.33%	55
2025 Q4	$1.12M	Sell	3,638 -237	-6%	-$71.4K	0.36%	56
2025 Q3	$1.17M	Sell	3,875 -64	-2%	-$17.5K	0.38%	53
2025 Q2	$1.01M	Sell	3,939 -125	-3%	-$27.4K	0.36%	54
2025 Q1	$813K	Buy	4,064 +11	+0.3%	+$2.16K	0.32%	53
2024 Q4	$676K	Buy	4,053 +175	+5%	+$31.2K	0.25%	55
2024 Q3	$731K	Sell	3,878 -5	-0.1%	-$847	0.29%	54
2024 Q2	$617K	Sell	3,883 -1,079	-22%	-$172K	0.24%	56
2024 Q1	$695K	Sell	4,962 -416	-8%	-$49K	0.3%	53
2023 Q4	$548K	Buy	+5,378	New	+$498K	0.25%	57
2023 Q2	$417K	Buy	4,751 +52	+1%	+$4.21K	0.21%	59
2023 Q1	$359K	Sell	4,699 -1,450	-24%	-$97K	0.19%	61
2022 Q4	$321K	Buy	+6,149	New	+$302K	0.18%	63
2022 Q2	–	Sell	-5,111	Closed	-$291K	–	74
2022 Q1	$291K	Sell	5,111 -226	-4%	-$13.5K	0.13%	65
2021 Q4	$331K	Sell	5,337 -99	-2%	-$6.22K	0.16%	61
2021 Q3	$349K	Buy	+5,436	New	+$350K	0.19%	63
2020 Q2	–	Sell	-20,003	Closed	-$615K	–	73
2020 Q1	$615K	Sell	20,003 -241	-1%	-$12.8K	0.57%	52
2019 Q4	$1.2M	Sell	20,244 -420	-2%	-$21.7K	0.9%	44
2019 Q3	$880K	Buy	20,664 +41	+0.2%	+$1.93K	0.72%	53
2019 Q2	$1.08M	Buy	20,623 +640	+3%	+$31.5K	0.95%	45
2019 Q1	$995K	Sell	19,983 -891	-4%	-$41.9K	0.91%	48
2018 Q4	$757K	Buy	20,874 +2,556	+14%	+$115K	0.81%	50
2018 Q3	$887K	Sell	18,318 -217	-1%	-$13.4K	0.82%	49
2018 Q2	$1.21M	Buy	18,535 +1,297	+8%	+$86.5K	1.19%	36
2018 Q1	$1.15M	Buy	17,238 +4,887	+40%	+$362K	1.21%	35
2017 Q4	$1.03M	Buy	+12,351	New	+$1.18M	1.07%	41

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

Bell & Brown Wealth Advisors's GE Position: Q1 2026 in Review

Bell & Brown Wealth Advisors reduced its GE Aerospace (GE) stake by 0.88% in Q1 2026, selling an estimated $10.1K and leaving 3,606 shares worth $1.02M. The position accounts for 0.33% of the portfolio, ranked #55.

Bell & Brown Wealth Advisors first reported a position in GE in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.21M in Q2 2018. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Bell & Brown Wealth Advisors held 3,606 shares of GE Aerospace worth $1.02M as of Q1 2026.
Bell & Brown Wealth Advisors sold 32 GE Aerospace shares in Q1 2026, an estimated $10.1K.
GE Aerospace made up 0.33% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #55 holding.
Bell & Brown Wealth Advisors first reported a position in GE Aerospace in Q4 2017 and has held it in 26 quarters since.
Bell & Brown Wealth Advisors's GE Aerospace position peaked at $1.21M in Q2 2018.
3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.