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Evelyn Partners Investment Management Services’s GE Aerospace GE Stock Holding History

Evelyn Partners Investment Management Services’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 		$1.81M Buy
6,394
+3,276
+105% +$1.03M 0.21% 73
2025
Q4 		$960K Buy
3,118
+239
+8% +$72K 0.12% 88
2025
Q3 		$866K Buy
2,879
+16
+0.6% +$4.37K 0.12% 88
2025
Q2 		$737K Buy
2,863
+848
+42% +$186K 0.11% 91
2025
Q1 		$403K Buy
2,015
+773
+62% +$152K 0.07% 101
2024
Q4 		$207K Buy
+1,242
New +$222K 0.04% 114

Other funds holding GE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Evelyn Partners Investment Management Services's GE Position: Q1 2026 in Review

Evelyn Partners Investment Management Services increased its GE Aerospace (GE) stake by 105% in Q1 2026, buying an estimated $1.03M and bringing the position to 6,394 shares worth $1.81M. The position accounts for 0.21% of the portfolio, ranked #73.

Evelyn Partners Investment Management Services first reported a position in GE in Q4 2024 and has held it in 6 quarters since. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Evelyn Partners Investment Management Services held 6,394 shares of GE Aerospace worth $1.81M as of Q1 2026.
  • Evelyn Partners Investment Management Services bought 3,276 GE Aerospace shares in Q1 2026, an estimated $1.03M.
  • GE Aerospace made up 0.21% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #73 holding.
  • Evelyn Partners Investment Management Services first reported a position in GE Aerospace in Q4 2024 and has held it in 6 quarters since.
  • 3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.