Capital Advisors Wealth Management’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$886K Buy
2,370
+130
+6% +$40.7K 0.1% 111
2026
Q1
$636K Sell
2,240
-3
-0.1% -$943 0.09% 118
2025
Q4
$691K Buy
2,243
+134
+6% +$40.4K 0.09% 110
2025
Q3
$634K Buy
2,109
+737
+54% +$201K 0.09% 109
2025
Q2
$353K Buy
1,372
+1
+0.1% +$219 0.06% 140
2025
Q1
$274K Buy
1,371
+42
+3% +$8.26K 0.05% 147
2024
Q4
$222K Buy
1,329
+237
+22% +$42.3K 0.04% 165
2024
Q3
$206K Buy
+1,092
New +$185K 0.04% 162

Other funds holding GE

Capital Advisors Wealth Management's GE Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its GE Aerospace (GE) stake by 5.8% in Q2 2026, buying an estimated $40.7K and bringing the position to 2,370 shares worth $886K. The position accounts for 0.1% of the portfolio, ranked #111.

Capital Advisors Wealth Management first reported a position in GE in Q3 2024 and has held it in 8 quarters since. 3,437 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Capital Advisors Wealth Management held 2,370 shares of GE Aerospace worth $886K as of Q2 2026.
  • Capital Advisors Wealth Management bought 130 GE Aerospace shares in Q2 2026, an estimated $40.7K.
  • GE Aerospace made up 0.1% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Capital Advisors Wealth Management first reported a position in GE Aerospace in Q3 2024 and has held it in 8 quarters since.
  • 3,437 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.