Elevation Wealth Partners’s GE Aerospace GE Stock Holding History

Elevation Wealth Partners’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	$82.4K	Hold	264	–	–	0.02%	238
2026 Q2	$98.7K	Buy	264 +86	+48%	+$26.9K	0.03%	195
2026 Q1	$50.5K	Buy	178 +6	+3%	+$1.89K	0.02%	241
2025 Q4	$53K	Buy	172 +34	+25%	+$10.2K	0.02%	234
2025 Q3	$41.5K	Buy	138 +76	+123%	+$20.8K	0.02%	262
2025 Q2	$16K	Hold	62	–	–	0.01%	333
2025 Q1	$12.4K	Sell	62 -12	-16%	-$2.36K	0.01%	351
2024 Q4	$12.3K	Hold	74	–	–	0.01%	354
2024 Q3	$14K	Hold	74	–	–	0.01%	327
2024 Q2	$11.8K	Sell	74 -4	-5%	-$639	0.01%	335
2024 Q1	$10.9K	Hold	78	–	–	0.01%	348
2023 Q4	$6.86K	Hold	78	–	–	﹤0.01%	353
2023 Q3	$6.86K	Hold	78	–	–	0.01%	261
2023 Q2	$6.81K	Hold	78	–	–	0.01%	268
2023 Q1	$5.93K	Buy	+78	New	+$5.22K	0.01%	282

Other funds holding GE

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Elevation Wealth Partners's GE Position: Q3 2026 in Review

Elevation Wealth Partners held its GE Aerospace (GE) position steady in Q3 2026 at 264 shares worth $82.4K. The position accounts for 0.02% of the portfolio, ranked #238.

Elevation Wealth Partners first reported a position in GE in Q1 2023 and has held it in 15 quarters since. The position peaked at $98.7K in Q2 2026. 173 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Elevation Wealth Partners held 264 shares of GE Aerospace worth $82.4K as of Q3 2026.
Elevation Wealth Partners left its GE Aerospace share count unchanged in Q3 2026.
GE Aerospace made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #238 holding.
Elevation Wealth Partners first reported a position in GE Aerospace in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's GE Aerospace position peaked at $98.7K in Q2 2026.
173 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.