EP Wealth Advisors’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
Q1 | $9.87M | Buy |
34,773
+1,315
| +4% | +$413K | 0.05% | 223 |
|
|
2025
Q4 | $10.3M | Buy |
+33,458
| New | +$10.1M | 0.05% | 198 |
|
|
2025
Q2 | $6.66M | Buy |
25,879
+2,085
| +9% | +$458K | 0.04% | 231 |
|
|
2025
Q1 | $4.76M | Sell |
23,794
-468
| -2% | -$92.1K | 0.04% | 227 |
|
|
2024
Q4 | $4.05M | Sell |
24,262
-4,629
| -16% | -$826K | 0.03% | 247 |
|
|
2024
Q3 | $5.45M | Buy |
28,891
+9,574
| +50% | +$1.62M | 0.05% | 210 |
|
|
2024
Q2 | $3.07M | Sell |
19,317
-4,653
| -19% | -$743K | 0.03% | 231 |
|
|
2024
Q1 | $3.36M | Buy |
23,970
+2,551
| +12% | +$301K | 0.04% | 213 |
|
|
2023
Q4 | $2.18M | Sell |
21,419
-1,267
| -6% | -$117K | 0.03% | 244 |
|
|
2023
Q3 | $2M | Sell |
22,686
-3,238,419
| -99% | -$291M | 0.03% | 238 |
|
|
2023
Q2 | $1.95M | Buy |
3,261,105
+3,235,693
| +12,733% | +$262M | 0.03% | 241 |
|
|
2023
Q1 | $4.63M | Buy |
25,412
+9,358
| +58% | +$626K | 0.08% | 143 |
|
|
2022
Q4 | $838K | Sell |
16,054
-1,010
| -6% | -$49.7K | 0.02% | 312 |
|
|
2022
Q3 | $658K | Sell |
17,064
-16,935
| -50% | -$745K | 0.01% | 267 |
|
|
2022
Q2 | $1.35M | Buy |
33,999
+8,162
| +32% | +$395K | 0.03% | 226 |
|
|
2022
Q1 | $1.47M | Sell |
25,837
-5,278
| -17% | -$315K | 0.03% | 226 |
|
|
2021
Q4 | $1.83M | Sell |
31,115
-1,634
| -5% | -$103K | 0.04% | 195 |
|
|
2021
Q3 | $2.1M | Buy |
+32,749
| New | +$2.11M | 0.06% | 158 |
|
|
2021
Q2 | – | Sell |
-25,509
| Closed | -$1.67M | – | 541 |
|
|
2021
Q1 | $1.67M | Buy |
25,509
+19,872
| +353% | +$1.2M | 0.05% | 186 |
|
|
2020
Q4 | $303K | Sell |
5,637
-1,182
| -17% | -$53K | 0.01% | 343 |
|
|
2020
Q3 | $212K | Sell |
6,819
-1,708
| -20% | -$55.5K | 0.01% | 338 |
|
|
2020
Q2 | $290K | Sell |
8,527
-1,302
| -13% | -$43.9K | 0.01% | 311 |
|
|
2020
Q1 | $389K | Sell |
9,829
-947
| -9% | -$50.5K | 0.02% | 278 |
|
|
2019
Q4 | $599K | Sell |
10,776
-2,424
| -18% | -$125K | 0.02% | 255 |
|
|
2019
Q3 | $588K | Sell |
13,200
-554
| -4% | -$26K | 0.03% | 212 |
|
|
2019
Q2 | $720K | Buy |
13,754
+10,117
| +278% | +$498K | 0.05% | 163 |
|
|
2019
Q1 | $181K | Buy |
3,637
+31
| +0.9% | +$1.46K | 0.02% | 238 |
|
|
2018
Q4 | $131K | Sell |
3,606
-731
| -17% | -$33K | 0.01% | 255 |
|
|
2018
Q3 | $235K | Buy |
4,337
+855
| +25% | +$52.7K | 0.02% | 251 |
|
|
2018
Q2 | $227K | Sell |
3,482
-1,975
| -36% | -$132K | 0.02% | 169 |
|
|
2018
Q1 | $353K | Sell |
5,457
-1,556
| -22% | -$115K | 0.03% | 145 |
|
|
2017
Q4 | $586K | Sell |
7,013
-442
| -6% | -$42.2K | 0.06% | 101 |
|
|
2017
Q3 | $864K | Sell |
7,455
-665
| -8% | -$80.4K | 0.1% | 85 |
|
|
2017
Q2 | $1.05M | Sell |
8,120
-377
| -4% | -$51.7K | 0.13% | 81 |
|
|
2017
Q1 | $1.21M | Sell |
8,497
-967
| -10% | -$140K | 0.17% | 53 |
|
|
2016
Q4 | $1.37M | Sell |
9,464
-312
| -3% | -$45.3K | 0.2% | 51 |
|
|
2016
Q3 | $1.39M | Sell |
9,776
-43
| -0.4% | -$6.42K | 0.22% | 47 |
|
|
2016
Q2 | $1.48M | Buy |
9,819
+220
| +2% | +$32.1K | 0.24% | 48 |
|
|
2016
Q1 | $1.46M | Buy |
9,599
+2,920
| +44% | +$412K | 0.22% | 49 |
|
|
2015
Q4 | $997K | Buy |
6,679
+601
| +10% | +$85.4K | 0.17% | 71 |
|
|
2015
Q3 | $735K | Sell |
6,078
-63
| -1% | -$7.72K | 0.14% | 68 |
|
|
2015
Q2 | $782K | Buy |
6,141
+700
| +13% | +$90.8K | 0.15% | 53 |
|
|
2015
Q1 | $647K | Sell |
5,441
-264
| -5% | -$31.4K | 0.12% | 62 |
|
|
2014
Q4 | $691K | Buy |
5,705
+207
| +4% | +$25.5K | 0.11% | 72 |
|
|
2014
Q3 | $675K | Buy |
5,498
+373
| +7% | +$46.5K | 0.11% | 59 |
|
|
2014
Q2 | $645K | Sell |
5,125
-223
| -4% | -$28.4K | 0.15% | 58 |
|
|
2014
Q1 | $664K | Sell |
5,348
-640
| -11% | -$79.1K | 0.18% | 52 |
|
|
2013
Q4 | $804K | Buy |
5,988
+69
| +1% | +$8.69K | 0.21% | 52 |
|
|
2013
Q3 | $678K | Buy |
5,919
+346
| +6% | +$39.7K | 0.21% | 49 |
|
|
2013
Q2 | $619K | Buy |
+5,573
| New | +$617K | 0.22% | 44 |
|
Other funds holding GE
VCM
VPM
EP Wealth Advisors's GE Position: Q1 2026 in Review
EP Wealth Advisors increased its GE Aerospace (GE) stake by 3.9% in Q1 2026, buying an estimated $413K and bringing the position to 34,773 shares worth $9.87M. The position accounts for 0.05% of the portfolio, ranked #223.
EP Wealth Advisors first reported a position in GE in Q2 2013 and has held it in 50 quarters since. The position peaked at $10.3M in Q4 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.
- EP Wealth Advisors held 34,773 shares of GE Aerospace worth $9.87M as of Q1 2026.
- EP Wealth Advisors bought 1,315 GE Aerospace shares in Q1 2026, an estimated $413K.
- GE Aerospace made up 0.05% of EP Wealth Advisors's portfolio in Q1 2026, its #223 holding.
- EP Wealth Advisors first reported a position in GE Aerospace in Q2 2013 and has held it in 50 quarters since.
- EP Wealth Advisors's GE Aerospace position peaked at $10.3M in Q4 2025.
- 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.
Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.