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Capstone Wealth Management Group (Oregon)’s GE Aerospace GE Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$296K Hold
1,042
– – 0.18% 94
2025
Q4 		$321K Buy
1,042
+1
+0.1% +$301 0.19% 87
2025
Q3 		$313K Buy
1,041
+10
+1% +$2.73K 0.2% 84
2025
Q2 		$265K Buy
+1,031
New +$226K 0.19% 83

Other funds holding GE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capstone Wealth Management Group (Oregon)'s GE Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) held its GE Aerospace (GE) position steady in Q1 2026 at 1,042 shares worth $296K. The position accounts for 0.18% of the portfolio, ranked #94.

Capstone Wealth Management Group (Oregon) first reported a position in GE in Q2 2025 and has held it in 4 quarters since. The position peaked at $321K in Q4 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Capstone Wealth Management Group (Oregon) held 1,042 shares of GE Aerospace worth $296K as of Q1 2026.
  • Capstone Wealth Management Group (Oregon) left its GE Aerospace share count unchanged in Q1 2026.
  • GE Aerospace made up 0.18% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #94 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in GE Aerospace in Q2 2025 and has held it in 4 quarters since.
  • Capstone Wealth Management Group (Oregon)'s GE Aerospace position peaked at $321K in Q4 2025.
  • 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.