Clearstead Trust’s GE Aerospace GE Stock Holding History

Clearstead Trust’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	$205K	Hold	723	–	–	0.03%	186
2025 Q4	$223K	Sell	723 -40	-5%	-$12K	0.04%	183
2025 Q3	$230K	Sell	763 -53	-6%	-$14.5K	0.04%	163
2025 Q2	$210K	Buy	816 +29	+4%	+$6.36K	0.04%	169
2025 Q1	$157K	Sell	787 -21	-3%	-$4.13K	0.04%	172
2024 Q4	$135K	Hold	808	–	–	0.03%	180
2024 Q3	$152K	Hold	808	–	–	0.04%	154
2024 Q2	$128K	Sell	808 -248	-23%	-$39.6K	0.03%	160
2024 Q1	$148K	Sell	1,056 -103	-9%	-$12.1K	0.04%	159
2023 Q4	$118K	Hold	1,159	–	–	0.03%	187
2023 Q3	$102K	Hold	1,159	–	–	0.03%	173
2023 Q2	$102K	Buy	1,159 +44	+4%	+$3.56K	0.03%	180
2023 Q1	$85.1K	Sell	1,115 -472	-30%	-$31.6K	0.03%	190
2022 Q4	$83K	Sell	1,587 -169	-10%	-$8.31K	0.03%	195
2022 Q3	$68K	Buy	+1,756	New	+$77.2K	0.02%	197
2020 Q3	–	Sell	-65	Closed	-$2K	–	161
2020 Q2	$2K	Hold	65	–	–	﹤0.01%	150
2020 Q1	$3K	Hold	65	–	–	﹤0.01%	163
2019 Q4	$4K	Sell	65 -156	-71%	-$8.06K	﹤0.01%	166
2019 Q3	$10K	Hold	221	–	–	0.01%	163
2019 Q2	$12K	Sell	221 -169	-43%	-$8.32K	0.01%	158
2019 Q1	$20K	Sell	390 -98	-20%	-$4.61K	0.02%	153
2018 Q4	$18K	Sell	488 -3,508	-88%	-$158K	0.02%	169
2018 Q3	$216K	Sell	3,996 -1,073	-21%	-$66.1K	0.17%	89
2018 Q2	$331K	Buy	5,069 +940	+23%	+$62.7K	0.3%	75
2018 Q1	$267K	Sell	4,129 -5,310	-56%	-$393K	0.23%	82
2017 Q4	$789K	Sell	9,439 -8,877	-48%	-$848K	0.54%	55
2017 Q3	$2.12M	Sell	18,316 -14,817	-45%	-$1.79M	1.58%	20
2017 Q2	$4.29M	Buy	33,133 +5,638	+21%	+$773K	3.39%	2
2017 Q1	$3.93M	Sell	27,495 -4,333	-14%	-$627K	3.25%	3
2016 Q4	$4.78M	Buy	+31,828	New	+$4.62M	4.29%	2

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

Clearstead Trust's GE Position: Q1 2026 in Review

Clearstead Trust held its GE Aerospace (GE) position steady in Q1 2026 at 723 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #186.

Clearstead Trust first reported a position in GE in Q4 2016 and has held it in 30 quarters since. The position peaked at $4.78M in Q4 2016. 3,212 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Clearstead Trust held 723 shares of GE Aerospace worth $205K as of Q1 2026.
Clearstead Trust left its GE Aerospace share count unchanged in Q1 2026.
GE Aerospace made up 0.03% of Clearstead Trust's portfolio in Q1 2026, its #186 holding.
Clearstead Trust first reported a position in GE Aerospace in Q4 2016 and has held it in 30 quarters since.
Clearstead Trust's GE Aerospace position peaked at $4.78M in Q4 2016.
3,212 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.