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Evergreen Private Wealth’s GE Aerospace GE Stock Holding History

Evergreen Private Wealth’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
2025
Q4 		– Sell
-36
Closed -$10.8K – 131
2025
Q3 		$10.8K Buy
36
+4
+13% +$1.09K ﹤0.01% 156
2025
Q2 		$8.24K Buy
+32
New +$7.02K ﹤0.01% 160

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Evergreen Private Wealth's GE Position: Q4 2025 in Review

Evergreen Private Wealth sold out of GE Aerospace (GE) in Q4 2025, closing a stake of 36 shares — an estimated $10.8K sold.

Evergreen Private Wealth first reported a position in GE in Q2 2025 and held it in 2 quarters. The position peaked at $10.8K in Q3 2025. 3,222 funds tracked by Wall St. Rank hold GE as of Q4 2025.

  • Evergreen Private Wealth reported no remaining GE Aerospace position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 36 GE Aerospace shares in Q4 2025, an estimated $10.8K.
  • Evergreen Private Wealth first reported a position in GE Aerospace in Q2 2025 and held it in 2 quarters.
  • Evergreen Private Wealth's GE Aerospace position peaked at $10.8K in Q3 2025.
  • 3,222 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.