Compass Ion Advisors’s GE Aerospace GE Stock Holding History

Compass Ion 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 Q3	$666K	Buy	2,134 +113	+6%	+$39.1K	0.06%	157
2026 Q2	$755K	Sell	2,021 -2	-0.1%	-$626	0.07%	147
2026 Q1	$574K	Buy	2,023 +4	+0.2%	+$1.26K	0.05%	161
2025 Q4	$622K	Hold	2,019	–	–	0.06%	160
2025 Q3	$607K	Hold	2,019	–	–	0.06%	159
2025 Q2	$520K	Buy	2,019 +3	+0.1%	+$658	0.06%	167
2025 Q1	$404K	Sell	2,016 -77	-4%	-$15.2K	0.05%	185
2024 Q4	$349K	Hold	2,093	–	–	0.04%	196
2024 Q3	$395K	Sell	2,093 -399	-16%	-$67.6K	0.05%	185
2024 Q2	$437K	Sell	2,492 -630	-20%	-$101K	0.06%	151
2024 Q1	$437K	Buy	3,122 +52	+2%	+$6.13K	0.06%	152
2023 Q4	$313K	Sell	3,070 -81	-3%	-$7.5K	0.05%	180
2023 Q3	$278K	Buy	+3,151	New	+$283K	0.05%	190

Other funds holding GE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Compass Ion Advisors's GE Position: Q3 2026 in Review

Compass Ion Advisors increased its GE Aerospace (GE) stake by 5.6% in Q3 2026, buying an estimated $39.1K and bringing the position to 2,134 shares worth $666K. The position accounts for 0.06% of the portfolio, ranked #157.

Compass Ion Advisors first reported a position in GE in Q3 2023 and has held it in 13 quarters since. The position peaked at $755K in Q2 2026. 1,980 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Compass Ion Advisors held 2,134 shares of GE Aerospace worth $666K as of Q3 2026.
Compass Ion Advisors bought 113 GE Aerospace shares in Q3 2026, an estimated $39.1K.
GE Aerospace made up 0.06% of Compass Ion Advisors's portfolio in Q3 2026, its #157 holding.
Compass Ion Advisors first reported a position in GE Aerospace in Q3 2023 and has held it in 13 quarters since.
Compass Ion Advisors's GE Aerospace position peaked at $755K in Q2 2026.
1,980 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Compass Ion Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.