CM Wealth Advisors’s GE Aerospace GE Stock Holding History

CM Wealth Advisors’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 Q2	$374K	Buy	1,001 +110	+12%	+$34.4K	0.07%	121
2026 Q1	$253K	Hold	891	–	–	0.05%	122
2025 Q4	$275K	Buy	+891	New	+$268K	0.06%	120
2023 Q4	–	Sell	-20,376	Closed	-$3.95M	–	76
2023 Q3	$3.95M	Buy	+20,376	New	+$1.83M	1.52%	10

Other funds holding GE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CM Wealth Advisors's GE Position: Q2 2026 in Review

CM Wealth Advisors increased its GE Aerospace (GE) stake by 12% in Q2 2026, buying an estimated $34.4K and bringing the position to 1,001 shares worth $374K. The position accounts for 0.07% of the portfolio, ranked #121.

CM Wealth Advisors first reported a position in GE in Q3 2023 and has held it in 4 quarters since. The position peaked at $3.95M in Q3 2023. 3,445 funds tracked by Wall St. Rank hold GE as of Q2 2026.

CM Wealth Advisors held 1,001 shares of GE Aerospace worth $374K as of Q2 2026.
CM Wealth Advisors bought 110 GE Aerospace shares in Q2 2026, an estimated $34.4K.
GE Aerospace made up 0.07% of CM Wealth Advisors's portfolio in Q2 2026, its #121 holding.
CM Wealth Advisors first reported a position in GE Aerospace in Q3 2023 and has held it in 4 quarters since.
CM Wealth Advisors's GE Aerospace position peaked at $3.95M in Q3 2023.
3,445 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.