Carson Advisory’s GE Aerospace GE Stock Holding History

Carson Advisory’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	$987K	Sell	3,478 -100	-3%	-$31.4K	0.51%	48
2025 Q4	$1.1M	Buy	3,578 +470	+15%	+$142K	0.57%	39
2025 Q3	$935K	Buy	3,108 +6	+0.2%	+$1.64K	0.5%	49
2025 Q2	$798K	Sell	3,102 -9	-0.3%	-$1.98K	0.51%	55
2025 Q1	$623K	Sell	3,111 -82	-3%	-$16.1K	0.42%	65
2024 Q4	$533K	Sell	3,193 -6	-0.2%	-$1.07K	0.37%	67
2024 Q3	$603K	Buy	3,199 +194	+6%	+$32.9K	0.38%	76
2024 Q2	$478K	Sell	3,005 -1,442	-32%	-$230K	0.34%	81
2024 Q1	$623K	Sell	4,447 -1,719	-28%	-$203K	0.44%	76
2023 Q4	$628K	Sell	6,166 -376	-6%	-$34.8K	0.49%	66
2023 Q3	$577K	Sell	6,542 -1,349	-17%	-$121K	0.51%	64
2023 Q2	$692K	Sell	7,891 -2,043	-21%	-$165K	0.58%	55
2023 Q1	$758K	Sell	9,934 -6,886	-41%	-$461K	0.67%	43
2022 Q4	$878K	Sell	16,820 -6,250	-27%	-$307K	0.84%	34
2022 Q3	$890K	Sell	23,070 -292	-1%	-$12.8K	0.99%	29
2022 Q2	$927K	Sell	23,362 -820	-3%	-$39.7K	1.04%	25
2022 Q1	$1.38M	Buy	24,182 +578	+2%	+$34.5K	1.37%	18
2021 Q4	$1.39M	Buy	+23,604	New	+$1.48M	1.41%	17

Other funds holding GE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Carson Advisory's GE Position: Q1 2026 in Review

Carson Advisory reduced its GE Aerospace (GE) stake by 2.8% in Q1 2026, selling an estimated $31.4K and leaving 3,478 shares worth $987K. The position accounts for 0.51% of the portfolio, ranked #48.

Carson Advisory first reported a position in GE in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.39M in Q4 2021. 3,209 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Carson Advisory held 3,478 shares of GE Aerospace worth $987K as of Q1 2026.
Carson Advisory sold 100 GE Aerospace shares in Q1 2026, an estimated $31.4K.
GE Aerospace made up 0.51% of Carson Advisory's portfolio in Q1 2026, its #48 holding.
Carson Advisory first reported a position in GE Aerospace in Q4 2021 and has held it in 18 quarters since.
Carson Advisory's GE Aerospace position peaked at $1.39M in Q4 2021.
3,209 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.