CIAS
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CBIZ Investment Advisory Services’s GE Aerospace GE Stock Holding History

CBIZ Investment Advisory Services’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 		$19.5K Sell
69
-188
-73% -$59.1K ﹤0.01% 125
2025
Q4 		$79.2K Buy
257
+39
+18% +$11.7K ﹤0.01% 104
2025
Q3 		$65.7K Sell
218
-120
-36% -$32.8K ﹤0.01% 102
2025
Q2 		$87K Buy
338
+33
+11% +$7.24K ﹤0.01% 85
2025
Q1 		$61.1K Buy
305
+132
+76% +$26K ﹤0.01% 101
2024
Q4 		$28.9K Buy
+173
New +$30.9K ﹤0.01% 162
2024
Q3 		– Sell
-39
Closed -$6.26K – 413
2024
Q2 		$6.26K Sell
39
-24
-38% -$3.83K ﹤0.01% 282
2024
Q1 		$8.83K Buy
+63
New +$7.42K ﹤0.01% 255
2021
Q3 		– Hold
0
– – – 80
2021
Q2 		– Hold
0
– – – 83
2021
Q1 		– Hold
0
– – – 74
2020
Q4 		– Hold
0
– – – 75
2020
Q3 		– Hold
0
– – – 89
2020
Q2 		– Hold
0
– – – 90
2020
Q1 		– Hold
0
– – – 120
2019
Q4 		– Hold
0
– – – 96

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State Street
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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