Brass Tax Wealth Management’s GE Aerospace GE Stock Holding History

Brass Tax Wealth Management’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 Q3	$1.04M	Buy	3,454 +1,069	+45%	+$292K	0.17%	58
2025 Q2	$614K	Buy	2,385 +163	+7%	+$35.8K	0.12%	92
2025 Q1	$445K	Hold	2,222	–	–	0.09%	109
2024 Q4	$371K	Sell	2,222 -27	-1%	-$4.82K	0.08%	120
2024 Q3	$424K	Buy	2,249 +288	+15%	+$48.8K	0.09%	103
2024 Q2	$312K	Sell	1,961 -1,047	-35%	-$167K	0.13%	90
2024 Q1	$421K	Buy	+3,008	New	+$354K	0.22%	57

Other funds holding GE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Brass Tax Wealth Management's GE Position: Q3 2025 in Review

Brass Tax Wealth Management increased its GE Aerospace (GE) stake by 45% in Q3 2025, buying an estimated $292K and bringing the position to 3,454 shares worth $1.04M. The position accounts for 0.17% of the portfolio, ranked #58.

Brass Tax Wealth Management first reported a position in GE in Q1 2024 and has held it in 7 quarters since. 2,949 funds tracked by Wall St. Rank hold GE as of Q3 2025.

Brass Tax Wealth Management held 3,454 shares of GE Aerospace worth $1.04M as of Q3 2025.
Brass Tax Wealth Management bought 1,069 GE Aerospace shares in Q3 2025, an estimated $292K.
GE Aerospace made up 0.17% of Brass Tax Wealth Management's portfolio in Q3 2025, its #58 holding.
Brass Tax Wealth Management first reported a position in GE Aerospace in Q1 2024 and has held it in 7 quarters since.
2,949 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.