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

Evelyn Partners Investment Management’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	$1.67M	Sell	5,872 -1	-0%	-$314	0.05%	109
2025 Q4	$1.81M	Sell	5,873 -104	-2%	-$31.3K	0.05%	113
2025 Q3	$1.8M	Sell	5,977 -30	-0.5%	-$8.2K	0.05%	108
2025 Q2	$1.55M	Buy	6,007 +67	+1%	+$14.7K	0.05%	117
2025 Q1	$1.19M	Hold	5,940	–	–	0.04%	123
2024 Q4	$991K	Buy	+5,940	New	+$1.06M	0.03%	125

Other funds holding GE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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's GE Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its GE Aerospace (GE) stake by 0.02% in Q1 2026, selling an estimated $314 and leaving 5,872 shares worth $1.67M. The position accounts for 0.05% of the portfolio, ranked #109.

Evelyn Partners Investment Management first reported a position in GE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.81M in Q4 2025. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Evelyn Partners Investment Management held 5,872 shares of GE Aerospace worth $1.67M as of Q1 2026.
Evelyn Partners Investment Management sold 1 GE Aerospace share in Q1 2026, an estimated $314.
GE Aerospace made up 0.05% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #109 holding.
Evelyn Partners Investment Management first reported a position in GE Aerospace in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's GE Aerospace position peaked at $1.81M in Q4 2025.
3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

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