Carson Wealth (CWM LLC)’s GE Aerospace GE Stock Holding History

Carson Wealth (CWM LLC)’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	$84.6M	Buy	297,986 +43,121	+17%	+$13.6M	0.22%	87
2025 Q4	$78.5M	Buy	254,865 +16,063	+7%	+$4.84M	0.21%	92
2025 Q3	$71.8M	Buy	238,802 +40,216	+20%	+$11M	0.22%	90
2025 Q2	$51.1M	Sell	198,586 -1,026	-0.5%	-$225K	0.18%	111
2025 Q1	$40M	Buy	199,612 +42,529	+27%	+$8.37M	0.16%	122
2024 Q4	$26.2M	Buy	157,083 +15,393	+11%	+$2.75M	0.11%	167
2024 Q3	$26.7M	Buy	141,690 +21,019	+17%	+$3.56M	0.11%	164
2024 Q2	$19.2M	Sell	120,671 -8,467	-7%	-$1.35M	0.09%	203
2024 Q1	$18.1M	Buy	129,138 +88,545	+218%	+$10.4M	0.09%	209
2023 Q4	$4.13M	Sell	40,593 -1,698	-4%	-$157K	0.02%	433
2023 Q3	$3.73M	Buy	42,291 +9,695	+30%	+$871K	0.02%	421
2023 Q2	$2.86M	Buy	32,596 +2,806	+9%	+$227K	0.02%	456
2023 Q1	$2.27M	Sell	29,790 -4,954	-14%	-$331K	0.02%	459
2022 Q4	$1.81M	Buy	34,744 +2,316	+7%	+$114K	0.01%	464
2022 Q3	$1.25M	Buy	32,428 +4,525	+16%	+$199K	0.01%	501
2022 Q2	$1.11M	Buy	27,903 +7,714	+38%	+$374K	0.01%	543
2022 Q1	$1.15M	Buy	20,189 +5,114	+34%	+$305K	0.01%	531
2021 Q4	$887K	Buy	+15,075	New	+$947K	0.01%	599
2021 Q2	$896K	Hold	13,357	–	–	0.01%	579
2021 Q1	$896K	Hold	13,357	–	–	0.01%	579
2020 Q4	$896K	Hold	13,357	–	–	0.01%	579
2020 Q3	$896K	Hold	13,357	–	–	0.01%	579
2020 Q2	$896K	Hold	13,357	–	–	0.01%	579
2020 Q1	$896K	Hold	13,357	–	–	0.01%	579
2019 Q4	$896K	Hold	13,357	–	–	0.01%	579
2019 Q3	$896K	Hold	13,357	–	–	0.01%	579
2019 Q2	$896K	Hold	13,357	–	–	0.01%	579
2019 Q1	$896K	Buy	13,357 +4,043	+43%	+$190K	0.01%	579
2018 Q4	$338K	Buy	9,314 +1,101	+13%	+$49.7K	0.01%	506
2018 Q3	$444K	Buy	8,213 +1,861	+29%	+$115K	0.01%	401
2018 Q2	$414K	Buy	6,352 +424	+7%	+$28.3K	0.01%	349
2018 Q1	$383K	Sell	5,928 -442	-7%	-$32.7K	0.02%	306
2017 Q4	$533K	Sell	6,370 -2,755	-30%	-$263K	0.02%	265
2017 Q3	$1.06M	Sell	9,125 -1,660	-15%	-$201K	0.05%	206
2017 Q2	$1.4M	Sell	10,785 -3,394	-24%	-$465K	0.07%	177
2017 Q1	$2.02M	Sell	14,179 -21,076	-60%	-$3.05M	0.11%	149
2016 Q4	$5.34M	Sell	35,255 -264	-0.7%	-$38.3K	0.33%	82
2016 Q3	$5.04M	Buy	35,519 +16,856	+90%	+$2.51M	0.35%	85
2016 Q2	$2.82M	Sell	18,663 -10,702	-36%	-$1.56M	0.21%	131
2016 Q1	$4.47M	Buy	29,365 +18,055	+160%	+$2.55M	0.39%	85
2015 Q4	$1.69M	Sell	11,310 -21,162	-65%	-$3.01M	0.16%	132
2015 Q3	$3.92M	Buy	32,472 +4,293	+15%	+$526K	0.4%	89
2015 Q2	$3.59M	Sell	28,179 -1,412	-5%	-$183K	0.34%	103
2015 Q1	$3.52M	Sell	29,591 -3,499	-11%	-$417K	0.36%	103
2014 Q4	$4.01M	Buy	33,090 +6,836	+26%	+$841K	0.49%	76
2014 Q3	$3.22M	Buy	26,254 +4,408	+20%	+$549K	0.47%	72
2014 Q2	$2.75M	Buy	21,846 +16,061	+278%	+$2.04M	0.49%	64
2014 Q1	$718K	Sell	5,785 -10,844	-65%	-$1.34M	0.1%	100
2013 Q4	$2.23M	Buy	16,629 +8,178	+97%	+$1.03M	0.35%	59
2013 Q3	$968K	Buy	+8,451	New	+$969K	0.25%	53

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 Wealth (CWM LLC)'s GE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its GE Aerospace (GE) stake by 17% in Q1 2026, buying an estimated $13.6M and bringing the position to 297,986 shares worth $84.6M. The position accounts for 0.22% of the portfolio, ranked #87.

Carson Wealth (CWM LLC) first reported a position in GE in Q3 2013 and has held it in 50 quarters since. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Carson Wealth (CWM LLC) held 297,986 shares of GE Aerospace worth $84.6M as of Q1 2026.
Carson Wealth (CWM LLC) bought 43,121 GE Aerospace shares in Q1 2026, an estimated $13.6M.
GE Aerospace made up 0.22% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #87 holding.
Carson Wealth (CWM LLC) first reported a position in GE Aerospace in Q3 2013 and has held it in 50 quarters since.
3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.