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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

CM Wealth Advisors's GE Position: Q1 2026 in Review

CM Wealth Advisors held its GE Aerospace (GE) position steady in Q1 2026 at 891 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #122.

CM Wealth Advisors first reported a position in GE in Q3 2023 and has held it in 3 quarters since. The position peaked at $3.95M in Q3 2023. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • CM Wealth Advisors held 891 shares of GE Aerospace worth $253K as of Q1 2026.
  • CM Wealth Advisors left its GE Aerospace share count unchanged in Q1 2026.
  • GE Aerospace made up 0.05% of CM Wealth Advisors's portfolio in Q1 2026, its #122 holding.
  • CM Wealth Advisors first reported a position in GE Aerospace in Q3 2023 and has held it in 3 quarters since.
  • CM Wealth Advisors's GE Aerospace position peaked at $3.95M in Q3 2023.
  • 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.