CreativeOne Wealth’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.43M | Sell |
22,567
-1,820
| -7% | -$570K | 0.18% | 101 |
|
|
2026
Q1 | $6.92M | Sell |
24,387
-5,466
| -18% | -$1.72M | 0.16% | 116 |
|
|
2025
Q4 | $9.2M | Sell |
29,853
-5,114
| -15% | -$1.54M | 0.22% | 81 |
|
|
2025
Q3 | $10.5M | Sell |
34,967
-1,859
| -5% | -$508K | 0.26% | 75 |
|
|
2025
Q2 | $9.48M | Buy |
36,826
+744
| +2% | +$163K | 0.25% | 76 |
|
|
2025
Q1 | $7.22M | Buy |
36,082
+9,348
| +35% | +$1.84M | 0.22% | 94 |
|
|
2024
Q4 | $4.46M | Buy |
26,734
+3,740
| +16% | +$667K | 0.14% | 140 |
|
|
2024
Q3 | $4.34M | Buy |
22,994
+3,065
| +15% | +$519K | 0.15% | 132 |
|
|
2024
Q2 | $3.17M | Buy |
19,929
+10,937
| +122% | +$1.75M | 0.16% | 129 |
|
|
2024
Q1 | $1.26M | Buy |
8,992
+4,011
| +81% | +$473K | 0.05% | 328 |
|
|
2023
Q4 | $507K | Buy |
4,981
+604
| +14% | +$56K | 0.03% | 363 |
|
|
2023
Q3 | $386K | Buy |
4,377
+367
| +9% | +$33K | 0.03% | 390 |
|
|
2023
Q2 | $351K | Buy |
4,010
+61
| +2% | +$4.94K | 0.02% | 601 |
|
|
2023
Q1 | $301K | Sell |
3,949
-2,797
| -41% | -$187K | 0.01% | 637 |
|
|
2022
Q4 | $352K | Buy |
6,746
+921
| +16% | +$45.3K | 0.02% | 530 |
|
|
2022
Q3 | $225K | Buy |
5,825
+417
| +8% | +$18.3K | 0.01% | 639 |
|
|
2022
Q2 | $214K | Sell |
5,408
-565
| -9% | -$27.4K | 0.01% | 659 |
|
|
2022
Q1 | $341K | Sell |
5,973
-3,340
| -36% | -$199K | 0.02% | 547 |
|
|
2021
Q4 | $548K | Buy |
9,313
+1,215
| +15% | +$76.3K | 0.03% | 431 |
|
|
2021
Q3 | $520K | Buy |
+8,098
| New | +$521K | 0.03% | 395 |
|
|
2021
Q2 | – | Sell |
-11,738
| Closed | -$768K | – | 681 |
|
|
2021
Q1 | $768K | Sell |
11,738
-1,015
| -8% | -$61.5K | 0.06% | 247 |
|
|
2020
Q4 | $687K | Buy |
12,753
+8,134
| +176% | +$364K | 0.06% | 241 |
|
|
2020
Q3 | $143K | Sell |
4,619
-173
| -4% | -$5.62K | 0.02% | 261 |
|
|
2020
Q2 | $163K | Sell |
4,792
-862
| -15% | -$29.1K | 0.03% | 237 |
|
|
2020
Q1 | $224K | Buy |
5,654
+1,644
| +41% | +$87.7K | 0.04% | 181 |
|
|
2019
Q4 | $223K | Buy |
4,010
+301
| +8% | +$15.6K | 0.04% | 198 |
|
|
2019
Q3 | $166K | Buy |
3,709
+213
| +6% | +$10K | 0.03% | 176 |
|
|
2019
Q2 | $183K | Buy |
3,496
+762
| +28% | +$37.5K | 0.04% | 171 |
|
|
2019
Q1 | $136K | Buy |
2,734
+647
| +31% | +$30.5K | 0.04% | 128 |
|
|
2018
Q4 | $75K | Buy |
+2,087
| New | +$94.2K | 0.03% | 103 |
|
|
2018
Q3 | – | Sell |
-2,140
| Closed | -$140K | – | 69 |
|
|
2018
Q2 | $140K | Buy |
+2,140
| New | +$143K | 0.06% | 55 |
|
Other funds holding GE
CreativeOne Wealth's GE Position: Q2 2026 in Review
CreativeOne Wealth reduced its GE Aerospace (GE) stake by 7.5% in Q2 2026, selling an estimated $570K and leaving 22,567 shares worth $8.43M. The position accounts for 0.18% of the portfolio, ranked #101.
CreativeOne Wealth first reported a position in GE in Q2 2018 and has held it in 31 quarters since. The position peaked at $10.5M in Q3 2025. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.
- CreativeOne Wealth held 22,567 shares of GE Aerospace worth $8.43M as of Q2 2026.
- CreativeOne Wealth sold 1,820 GE Aerospace shares in Q2 2026, an estimated $570K.
- GE Aerospace made up 0.18% of CreativeOne Wealth's portfolio in Q2 2026, its #101 holding.
- CreativeOne Wealth first reported a position in GE Aerospace in Q2 2018 and has held it in 31 quarters since.
- CreativeOne Wealth's GE Aerospace position peaked at $10.5M in Q3 2025.
- 3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.
Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.