Box Hill Private Wealth’s GE Aerospace GE Stock Holding History

Box Hill Private Wealth’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	$287K	Sell	919 -5	-0.5%	-$1.73K	0.21%	60
2026 Q2	$345K	Buy	924 +60	+7%	+$18.8K	0.28%	53
2026 Q1	$245K	Buy	864 +35	+4%	+$11K	0.24%	56
2025 Q4	$255K	Buy	+829	New	+$250K	0.26%	50

Other funds holding GE

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Box Hill Private Wealth's GE Position: Q3 2026 in Review

Box Hill Private Wealth reduced its GE Aerospace (GE) stake by 0.54% in Q3 2026, selling an estimated $1.73K and leaving 919 shares worth $287K. The position accounts for 0.21% of the portfolio, ranked #60.

Box Hill Private Wealth first reported a position in GE in Q4 2025 and has held it in 4 quarters since. The position peaked at $345K in Q2 2026. 32 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Box Hill Private Wealth held 919 shares of GE Aerospace worth $287K as of Q3 2026.
Box Hill Private Wealth sold 5 GE Aerospace shares in Q3 2026, an estimated $1.73K.
GE Aerospace made up 0.21% of Box Hill Private Wealth's portfolio in Q3 2026, its #60 holding.
Box Hill Private Wealth first reported a position in GE Aerospace in Q4 2025 and has held it in 4 quarters since.
Box Hill Private Wealth's GE Aerospace position peaked at $345K in Q2 2026.
32 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.