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Cherry Tree Wealth Management’s GE Aerospace GE Stock Holding History

Cherry Tree 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
2026
Q1 		$18.4K Hold
65
– – ﹤0.01% 360
2025
Q4 		$20K Buy
65
+31
+91% +$9.34K ﹤0.01% 355
2025
Q3 		$10.2K Hold
34
– – ﹤0.01% 405
2025
Q2 		$8.75K Sell
34
-86
-72% -$18.9K ﹤0.01% 425
2025
Q1 		$24K Buy
120
+34
+40% +$6.69K 0.01% 321
2024
Q4 		$14.3K Hold
86
– – ﹤0.01% 370
2024
Q3 		$16.2K Hold
86
– – ﹤0.01% 366
2024
Q2 		$13.7K Sell
86
-22
-20% -$3.51K ﹤0.01% 363
2024
Q1 		$15.1K Hold
108
– – ﹤0.01% 343
2023
Q4 		$11K Hold
108
– – ﹤0.01% 348
2023
Q3 		$9.51K Hold
108
– – ﹤0.01% 344
2023
Q2 		$9.45K Buy
+108
New +$8.75K ﹤0.01% 339

Other funds holding GE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cherry Tree Wealth Management's GE Position: Q1 2026 in Review

Cherry Tree Wealth Management held its GE Aerospace (GE) position steady in Q1 2026 at 65 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Cherry Tree Wealth Management first reported a position in GE in Q2 2023 and has held it in 12 quarters since. The position peaked at $24K in Q1 2025. 3,225 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Cherry Tree Wealth Management held 65 shares of GE Aerospace worth $18.4K as of Q1 2026.
  • Cherry Tree Wealth Management left its GE Aerospace share count unchanged in Q1 2026.
  • GE Aerospace made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #360 holding.
  • Cherry Tree Wealth Management first reported a position in GE Aerospace in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's GE Aerospace position peaked at $24K in Q1 2025.
  • 3,225 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.