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

Capital Advisors 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 Q3	$740K	Hold	2,370	–	–	0.08%	123
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

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

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

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

NRS

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Capital Advisors Wealth Management's GE Position: Q3 2026 in Review

Capital Advisors Wealth Management held its GE Aerospace (GE) position steady in Q3 2026 at 2,370 shares worth $740K. The position accounts for 0.08% of the portfolio, ranked #123.

Capital Advisors Wealth Management first reported a position in GE in Q3 2024 and has held it in 9 quarters since. The position peaked at $886K in Q2 2026. 173 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Capital Advisors Wealth Management held 2,370 shares of GE Aerospace worth $740K as of Q3 2026.
Capital Advisors Wealth Management left its GE Aerospace share count unchanged in Q3 2026.
GE Aerospace made up 0.08% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #123 holding.
Capital Advisors Wealth Management first reported a position in GE Aerospace in Q3 2024 and has held it in 9 quarters since.
Capital Advisors Wealth Management's GE Aerospace position peaked at $886K in Q2 2026.
173 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.