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Essential Partners’s GE Aerospace GE Stock Holding History

Essential 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 		$541K Sell
1,731
-36
-2% -$12.5K 0.25% 65
2026
Q2 		$660K Sell
1,767
-9,432
-84% -$2.95M 0.3% 57
2026
Q1 		$3.18M Buy
11,199
+431
+4% +$135K 1.07% 9
2025
Q4 		$3.32M Sell
10,768
-734
-6% -$221K 1.02% 6
2025
Q3 		$3.46M Buy
11,502
+852
+8% +$233K 1.14% 4
2025
Q2 		$2.74M Buy
+10,650
New +$2.34M 1.09% 8

Other funds holding GE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Essential Partners's GE Position: Q3 2026 in Review

Essential Partners reduced its GE Aerospace (GE) stake by 2% in Q3 2026, selling an estimated $12.5K and leaving 1,731 shares worth $541K. The position accounts for 0.25% of the portfolio, ranked #65.

Essential Partners first reported a position in GE in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.46M in Q3 2025. 382 funds tracked by Wall St. Rank hold GE as of Q3 2026.

  • Essential Partners held 1,731 shares of GE Aerospace worth $541K as of Q3 2026.
  • Essential Partners sold 36 GE Aerospace shares in Q3 2026, an estimated $12.5K.
  • GE Aerospace made up 0.25% of Essential Partners's portfolio in Q3 2026, its #65 holding.
  • Essential Partners first reported a position in GE Aerospace in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's GE Aerospace position peaked at $3.46M in Q3 2025.
  • 382 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.