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 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

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

Compass Ion Advisors's GE Position: Q1 2026 in Review

Compass Ion Advisors increased its GE Aerospace (GE) stake by 0.2% in Q1 2026, buying an estimated $1.26K and bringing the position to 2,023 shares worth $574K. The position accounts for 0.05% of the portfolio, ranked #161.

Compass Ion Advisors first reported a position in GE in Q3 2023 and has held it in 11 quarters since. The position peaked at $622K in Q4 2025. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Compass Ion Advisors held 2,023 shares of GE Aerospace worth $574K as of Q1 2026.
Compass Ion Advisors bought 4 GE Aerospace shares in Q1 2026, an estimated $1.26K.
GE Aerospace made up 0.05% of Compass Ion Advisors's portfolio in Q1 2026, its #161 holding.
Compass Ion Advisors first reported a position in GE Aerospace in Q3 2023 and has held it in 11 quarters since.
Compass Ion Advisors's GE Aerospace position peaked at $622K in Q4 2025.
3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.