Capstone Financial Advisors’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 | $591K | Hold |
2,081
| – | – | 0.03% | 91 |
|
|
2025
Q4 | $641K | Sell |
2,081
-76
| -4% | -$22.9K | 0.03% | 81 |
|
|
2025
Q3 | $649K | Sell |
2,157
-1,263
| -37% | -$345K | 0.04% | 83 |
|
|
2025
Q2 | $880K | Buy |
3,420
+1,416
| +71% | +$311K | 0.05% | 72 |
|
|
2025
Q1 | $401K | Buy |
2,004
+146
| +8% | +$28.7K | 0.03% | 100 |
|
|
2024
Q4 | $310K | Sell |
1,858
-79
| -4% | -$14.1K | 0.02% | 116 |
|
|
2024
Q3 | $365K | Buy |
1,937
+72
| +4% | +$12.2K | 0.02% | 102 |
|
|
2024
Q2 | $296K | Sell |
1,865
-472
| -20% | -$75.4K | 0.02% | 117 |
|
|
2024
Q1 | $327K | Hold |
2,337
| – | – | 0.02% | 108 |
|
|
2023
Q4 | $238K | Hold |
2,337
| – | – | 0.02% | 120 |
|
|
2023
Q3 | $206K | Buy |
2,337
+35
| +2% | +$3.15K | 0.02% | 125 |
|
|
2023
Q2 | $202K | Buy |
+2,302
| New | +$186K | 0.02% | 124 |
|
|
2022
Q1 | – | Sell |
-4,542
| Closed | -$267K | – | 145 |
|
|
2021
Q4 | $267K | Buy |
4,542
+80
| +2% | +$5.03K | 0.02% | 105 |
|
|
2021
Q3 | $286K | Buy |
4,462
+606
| +16% | +$39K | 0.02% | 101 |
|
|
2021
Q2 | $259K | Buy |
3,856
+30
| +0.8% | +$2K | 0.02% | 109 |
|
|
2021
Q1 | $250K | Sell |
3,826
-2,006
| -34% | -$121K | 0.02% | 94 |
|
|
2020
Q4 | $314K | Buy |
5,832
+954
| +20% | +$42.7K | 0.03% | 79 |
|
|
2020
Q3 | $151K | Buy |
4,878
+100
| +2% | +$3.25K | 0.02% | 99 |
|
|
2020
Q2 | $163K | Buy |
4,778
+5
| +0.1% | +$169 | 0.02% | 92 |
|
|
2020
Q1 | $189K | Buy |
4,773
+128
| +3% | +$6.83K | 0.02% | 75 |
|
|
2019
Q4 | $258K | Hold |
4,645
| – | – | 0.04% | 68 |
|
|
2019
Q3 | $207K | Buy |
4,645
+45
| +1% | +$2.12K | 0.03% | 84 |
|
|
2019
Q2 | $241K | Buy |
4,600
+1
| +0% | +$49 | 0.04% | 77 |
|
|
2019
Q1 | $229K | Sell |
4,599
-457
| -9% | -$21.5K | 0.04% | 77 |
|
|
2018
Q4 | $183K | Buy |
5,056
+1,151
| +29% | +$52K | 0.04% | 75 |
|
|
2018
Q3 | $211K | Sell |
3,905
-387
| -9% | -$23.9K | 0.05% | 74 |
|
|
2018
Q2 | $280K | Sell |
4,292
-50
| -1% | -$3.33K | 0.08% | 56 |
|
|
2018
Q1 | $280K | Buy |
+4,342
| New | +$322K | 0.09% | 55 |
|
|
2015
Q3 | – | Sell |
-4,519
| Closed | -$575K | – | 83 |
|
|
2015
Q2 | $575K | Buy |
4,519
+2,076
| +85% | +$269K | 0.22% | 35 |
|
|
2015
Q1 | $291K | Buy |
2,443
+356
| +17% | +$42.4K | 0.11% | 58 |
|
|
2014
Q4 | $253K | Buy |
2,087
+394
| +23% | +$48.5K | 0.08% | 66 |
|
|
2014
Q3 | $208K | Buy |
+1,693
| New | +$211K | 0.13% | 53 |
|
|
2014
Q2 | – | Sell |
-1,637
| Closed | -$203K | – | 79 |
|
|
2014
Q1 | $203K | Sell |
1,637
-68
| -4% | -$8.4K | 0.12% | 52 |
|
|
2013
Q4 | $229K | Buy |
+1,705
| New | +$215K | 0.15% | 48 |
|
Other funds holding GE
VCM
VPM
Capstone Financial Advisors's GE Position: Q1 2026 in Review
Capstone Financial Advisors held its GE Aerospace (GE) position steady in Q1 2026 at 2,081 shares worth $591K. The position accounts for 0.03% of the portfolio, ranked #91.
Capstone Financial Advisors first reported a position in GE in Q4 2013 and has held it in 34 quarters since. The position peaked at $880K in Q2 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.
- Capstone Financial Advisors held 2,081 shares of GE Aerospace worth $591K as of Q1 2026.
- Capstone Financial Advisors left its GE Aerospace share count unchanged in Q1 2026.
- GE Aerospace made up 0.03% of Capstone Financial Advisors's portfolio in Q1 2026, its #91 holding.
- Capstone Financial Advisors first reported a position in GE Aerospace in Q4 2013 and has held it in 34 quarters since.
- Capstone Financial Advisors's GE Aerospace position peaked at $880K in Q2 2025.
- 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.
Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.