Carson Wealth (CWM LLC)
GE icon

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
2014
Q1 		– Sell
-78
Closed -$29K – 278
2013
Q4 		$29K Buy
+78
New +$9.82K ﹤0.01% 330

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

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.