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Bordeaux Wealth Advisors’s GE Aerospace GE Stock Holding History

Bordeaux 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
2025
Q2 		$307K Sell
1,194
-11
-0.9% -$2.41K 0.04% 125
2025
Q1 		$241K Buy
+1,205
New +$237K 0.04% 137

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bordeaux Wealth Advisors's GE Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its GE Aerospace (GE) stake by 0.91% in Q2 2025, selling an estimated $2.41K and leaving 1,194 shares worth $307K. The position accounts for 0.04% of the portfolio, ranked #125.

Bordeaux Wealth Advisors first reported a position in GE in Q1 2025 and has held it in 2 quarters since. 2,810 funds tracked by Wall St. Rank hold GE as of Q2 2025.

  • Bordeaux Wealth Advisors held 1,194 shares of GE Aerospace worth $307K as of Q2 2025.
  • Bordeaux Wealth Advisors sold 11 GE Aerospace shares in Q2 2025, an estimated $2.41K.
  • GE Aerospace made up 0.04% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #125 holding.
  • Bordeaux Wealth Advisors first reported a position in GE Aerospace in Q1 2025 and has held it in 2 quarters since.
  • 2,810 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.