Calamos Wealth Management’s GE Aerospace GE Stock Holding History

Calamos 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
2026 Q1	$2.95M	Sell	10,389 -1,450	-12%	-$456K	0.1%	118
2025 Q4	$3.65M	Buy	11,839 +436	+4%	+$131K	0.13%	95
2025 Q3	$3.43M	Sell	11,403 -7,934	-41%	-$2.17M	0.12%	100
2025 Q2	$4.98M	Buy	19,337 +650	+3%	+$143K	0.21%	80
2025 Q1	$3.74M	Buy	18,687 +2,598	+16%	+$511K	0.19%	83
2024 Q4	$2.68M	Buy	16,089 +3,663	+29%	+$654K	0.13%	86
2024 Q3	$2.34M	Buy	12,426 +1,920	+18%	+$325K	0.12%	95
2024 Q2	$1.67M	Buy	10,506 +8,758	+501%	+$1.4M	0.09%	112
2024 Q1	$245K	Buy	+1,748	New	+$206K	0.01%	268
2023 Q4	–	Sell	-2,817	Closed	-$249K	–	326
2023 Q3	$249K	Sell	2,817 -126	-4%	-$11.3K	0.02%	281
2023 Q2	$258K	Buy	2,943 +290	+11%	+$23.5K	0.02%	276
2023 Q1	$202K	Buy	+2,653	New	+$177K	0.02%	296
2022 Q2	–	Sell	-3,690	Closed	-$210K	–	328
2022 Q1	$210K	Buy	+3,690	New	+$220K	0.02%	318
2021 Q3	–	Sell	-3,049	Closed	-$205K	–	313
2021 Q2	$205K	Buy	+3,049	New	+$203K	0.02%	309
2019 Q3	–	Sell	-6,284	Closed	-$329K	–	233
2019 Q2	$329K	Sell	6,284 -518	-8%	-$25.5K	0.04%	190
2019 Q1	$339K	Sell	6,802 -10,546	-61%	-$497K	0.05%	183
2018 Q4	$629K	Sell	17,348 -24,996	-59%	-$1.13M	0.09%	143
2018 Q3	$2.29M	Sell	42,344 -3,565	-8%	-$220K	0.29%	71
2018 Q2	$2.99M	Sell	45,909 -1,790	-4%	-$119K	0.37%	69
2018 Q1	$3.08M	Buy	47,699 +7,585	+19%	+$562K	0.39%	70
2017 Q4	$3.35M	Sell	40,114 -10,518	-21%	-$1M	0.44%	68
2017 Q3	$5.87M	Buy	50,632 +151	+0.3%	+$18.3K	0.81%	37
2017 Q2	$6.53M	Buy	50,481 +13,746	+37%	+$1.88M	0.92%	27
2017 Q1	$5.25M	Sell	36,735 -11,625	-24%	-$1.68M	0.78%	36
2016 Q4	$7.32M	Buy	48,360 +934	+2%	+$136K	1.18%	15
2016 Q3	$6.73M	Buy	47,426 +3,063	+7%	+$457K	1.15%	16
2016 Q2	$6.69M	Buy	44,363 +3,564	+9%	+$520K	1.18%	19
2016 Q1	$6.22M	Buy	40,799 +3,869	+10%	+$546K	1.2%	17
2015 Q4	$5.51M	Buy	36,930 +110	+0.3%	+$15.6K	1.1%	17
2015 Q3	$4.45M	Buy	36,820 +1,569	+4%	+$192K	1.07%	19
2015 Q2	$4.49M	Buy	35,251 +24,166	+218%	+$3.13M	1.06%	22
2015 Q1	$1.32M	Buy	11,085 +1,343	+14%	+$160K	0.33%	112
2014 Q4	$1.18M	Sell	9,742 -1	-0%	-$123	0.34%	108
2014 Q3	$1.2M	Buy	9,743 +557	+6%	+$69.4K	0.35%	108
2014 Q2	$1.16M	Sell	9,186 -7,124	-44%	-$906K	0.33%	109
2014 Q1	$2.02M	Buy	16,310 +542	+3%	+$67K	0.6%	63
2013 Q4	$2.12M	Buy	15,768 +1,010	+7%	+$127K	0.65%	51
2013 Q3	$1.69M	Buy	14,758 +2,267	+18%	+$260K	0.55%	70
2013 Q2	$1.39M	Buy	+12,491	New	+$1.38M	0.49%	78

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

Calamos Wealth Management's GE Position: Q1 2026 in Review

Calamos Wealth Management reduced its GE Aerospace (GE) stake by 12% in Q1 2026, selling an estimated $456K and leaving 10,389 shares worth $2.95M. The position accounts for 0.1% of the portfolio, ranked #118.

Calamos Wealth Management first reported a position in GE in Q2 2013 and has held it in 39 quarters since. The position peaked at $7.32M in Q4 2016. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Calamos Wealth Management held 10,389 shares of GE Aerospace worth $2.95M as of Q1 2026.
Calamos Wealth Management sold 1,450 GE Aerospace shares in Q1 2026, an estimated $456K.
GE Aerospace made up 0.1% of Calamos Wealth Management's portfolio in Q1 2026, its #118 holding.
Calamos Wealth Management first reported a position in GE Aerospace in Q2 2013 and has held it in 39 quarters since.
Calamos Wealth Management's GE Aerospace position peaked at $7.32M in Q4 2016.
3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.