Capital Asset Advisory Services’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
Q1
$1.1M Buy
3,609
+44
+1% +$13.8K 0.04% 137
2025
Q4
$1.17M Buy
3,565
+141
+4% +$42.5K 0.05% 130
2025
Q3
$1.03M Sell
3,424
-1,011
-23% -$276K 0.04% 134
2025
Q2
$1.1M Buy
4,435
+1,139
+35% +$250K 0.05% 130
2025
Q1
$658K Buy
3,296
+1,244
+61% +$245K 0.03% 154
2024
Q4
$353K Buy
2,052
+18
+0.9% +$3.21K 0.02% 227
2024
Q3
$381K Buy
2,034
+25
+1% +$4.24K 0.02% 224
2024
Q2
$328K Sell
2,009
-862
-30% -$138K 0.02% 238
2024
Q1
$358K Buy
2,871
+220
+8% +$25.9K 0.02% 223
2023
Q4
$270K Sell
2,651
-241
-8% -$22.3K 0.02% 249
2023
Q3
$261K Sell
2,892
-400
-12% -$36K 0.02% 261
2023
Q2
$290K Buy
3,292
+207
+7% +$16.8K 0.02% 261
2023
Q1
$235K Sell
3,085
-1,112
-26% -$74.4K 0.02% 306
2022
Q4
$220K Buy
+4,197
New +$206K 0.02% 333
2022
Q3
Sell
-3,331
Closed -$132K 509
2022
Q2
$132K Buy
+3,331
New +$161K 0.01% 385
2021
Q4
Sell
-3,124
Closed -$201K 642
2021
Q3
$201K Sell
3,124
-1,394
-31% -$89.6K 0.02% 413
2021
Q2
$303K Sell
4,518
-228
-5% -$15.2K 0.03% 361
2021
Q1
$311K Buy
4,746
+49
+1% +$2.97K 0.05% 343
2020
Q4
$253K Sell
4,697
-391
-8% -$17.5K 0.05% 304
2020
Q3
$158K Sell
5,088
-291
-5% -$9.46K 0.03% 313
2020
Q2
$180K Sell
5,379
-213
-4% -$7.18K 0.04% 330
2020
Q1
$161K Sell
5,592
-3,883
-41% -$207K 0.04% 294
2019
Q4
$607K Buy
+9,475
New +$490K 0.14% 139
2017
Q3
Sell
-2,012
Closed -$260K 113
2017
Q2
$260K Sell
2,012
-263
-12% -$36K 0.17% 114
2017
Q1
$325K Buy
2,275
+125
+6% +$18.1K 0.23% 71
2016
Q4
$326K Sell
2,150
-51
-2% -$7.41K 0.28% 65
2016
Q3
$312K Buy
2,201
+73
+3% +$10.9K 0.41% 44
2016
Q2
$321K Hold
2,128
0.42% 44
2016
Q1
$324K Sell
2,128
-40
-2% -$5.65K 0.35% 53
2015
Q4
$324K Buy
+2,168
New +$308K 0.45% 41

Other funds holding GE

Capital Asset Advisory Services's GE Position: Q1 2026 in Review

Capital Asset Advisory Services increased its GE Aerospace (GE) stake by 1.2% in Q1 2026, buying an estimated $13.8K and bringing the position to 3,609 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #137.

Capital Asset Advisory Services first reported a position in GE in Q4 2015 and has held it in 30 quarters since. The position peaked at $1.17M in Q4 2025. 3,209 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Capital Asset Advisory Services held 3,609 shares of GE Aerospace worth $1.1M as of Q1 2026.
  • Capital Asset Advisory Services bought 44 GE Aerospace shares in Q1 2026, an estimated $13.8K.
  • GE Aerospace made up 0.04% of Capital Asset Advisory Services's portfolio in Q1 2026, its #137 holding.
  • Capital Asset Advisory Services first reported a position in GE Aerospace in Q4 2015 and has held it in 30 quarters since.
  • Capital Asset Advisory Services's GE Aerospace position peaked at $1.17M in Q4 2025.
  • 3,209 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.