CarsonAllaria Wealth Management’s GE Aerospace GE Stock Holding History

CarsonAllaria Wealth Management’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
2025 Q3	–	Sell	-90	Closed	-$23.2K	–	172
2025 Q2	$23.2K	Hold	90	–	–	0.01%	187
2025 Q1	$18.1K	Buy	90 +78	+650%	+$15.3K	0.01%	202
2024 Q4	$2.03K	Hold	12	–	–	﹤0.01%	312
2024 Q3	$2.29K	Hold	12	–	–	﹤0.01%	336
2024 Q2	$1.93K	Sell	12 -18	-60%	-$2.87K	﹤0.01%	327
2024 Q1	$4.23K	Buy	30 +11	+58%	+$1.3K	﹤0.01%	300
2023 Q4	$1.93K	Sell	19 -220	-92%	-$20.4K	﹤0.01%	307
2023 Q3	$21.1K	Hold	239	–	–	0.02%	156
2023 Q2	$21K	Buy	239 +224	+1,493%	+$18.1K	0.02%	167
2023 Q1	$1.15K	Sell	15 -4	-21%	-$268	﹤0.01%	328
2022 Q4	$1K	Sell	19 -40	-68%	-$1.97K	﹤0.01%	313
2022 Q3	$2K	Hold	59	–	–	﹤0.01%	279
2022 Q2	$2K	Hold	59	–	–	﹤0.01%	282
2022 Q1	$3K	Hold	59	–	–	﹤0.01%	282
2021 Q4	$3K	Buy	+59	New	+$3.71K	﹤0.01%	298

Other funds holding GE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CarsonAllaria Wealth Management's GE Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of GE Aerospace (GE) in Q3 2025, closing a stake of 90 shares — an estimated $23.2K sold.

CarsonAllaria Wealth Management first reported a position in GE in Q4 2021 and held it in 15 quarters. The position peaked at $23.2K in Q2 2025. 2,949 funds tracked by Wall St. Rank hold GE as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining GE Aerospace position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 90 GE Aerospace shares in Q3 2025, an estimated $23.2K.
CarsonAllaria Wealth Management first reported a position in GE Aerospace in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's GE Aerospace position peaked at $23.2K in Q2 2025.
2,949 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.