Financial Advocates Investment Management’s GE Aerospace GE Stock Holding History

Financial Advocates 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
2025 Q3	–	Sell	-790	Closed	-$203K	–	262
2025 Q2	$203K	Sell	790 -1,043	-57%	-$229K	0.02%	586
2025 Q1	$367K	Sell	1,833 -2,216	-55%	-$436K	0.03%	505
2024 Q4	$675K	Buy	4,049 +329	+9%	+$58.7K	0.04%	382
2024 Q3	$702K	Buy	3,720 +286	+8%	+$48.5K	0.04%	381
2024 Q2	$546K	Buy	3,434 +96	+3%	+$15.3K	0.03%	416
2024 Q1	$468K	Buy	3,338 +133	+4%	+$15.7K	0.03%	466
2023 Q4	$326K	Sell	3,205 -534	-14%	-$49.5K	0.02%	529
2023 Q3	$330K	Buy	3,739 +97	+3%	+$8.72K	0.02%	499
2023 Q2	$319K	Buy	3,642 +51	+1%	+$4.13K	0.02%	508
2023 Q1	$274K	Sell	3,591 -664	-16%	-$44.4K	0.02%	583
2022 Q4	$222K	Sell	4,255 -37,623	-90%	-$1.85M	0.02%	652
2022 Q3	$189K	Buy	41,878 +35,817	+591%	+$1.57M	0.02%	698
2022 Q2	$240K	Sell	6,061 -703	-10%	-$34.1K	0.02%	567
2022 Q1	$386K	Sell	6,764 -6,996	-51%	-$417K	0.03%	508
2021 Q4	$810K	Sell	13,760 -862	-6%	-$54.2K	0.05%	376
2021 Q3	$939K	Sell	14,622 -18,053	-55%	-$1.16M	0.06%	327
2021 Q2	$2.19M	Buy	32,675 +16,943	+108%	+$1.13M	0.15%	164
2021 Q1	$1.03M	Sell	15,732 -2,217	-12%	-$134K	0.07%	313
2020 Q4	$966K	Buy	17,949 +5,573	+45%	+$250K	0.07%	311
2020 Q3	$385K	Buy	12,376 +1,079	+10%	+$35.1K	0.03%	423
2020 Q2	$384K	Buy	11,297 +1,151	+11%	+$38.8K	0.04%	407
2020 Q1	$402K	Buy	10,146 +331	+3%	+$17.6K	0.06%	312
2019 Q4	$546K	Sell	9,815 -732	-7%	-$37.8K	0.06%	297
2019 Q3	$470K	Sell	10,547 -236	-2%	-$11.1K	0.05%	299
2019 Q2	$564K	Buy	10,783 +609	+6%	+$30K	0.07%	261
2019 Q1	$506K	Sell	10,174 -378	-4%	-$17.8K	0.06%	269
2018 Q4	$383K	Sell	10,552 -10,999	-51%	-$497K	0.05%	290
2018 Q3	$1.17M	Sell	21,551 -978	-4%	-$60.3K	0.13%	169
2018 Q2	$1.43M	Buy	22,529 +1,748	+8%	+$117K	0.17%	135
2018 Q1	$1.32M	Buy	20,781 +2,842	+16%	+$211K	0.17%	128
2017 Q4	$1.5M	Buy	+17,939	New	+$1.71M	0.2%	107

Other funds holding GE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Financial Advocates Investment Management's GE Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of GE Aerospace (GE) in Q3 2025, closing a stake of 790 shares — an estimated $203K sold.

Financial Advocates Investment Management first reported a position in GE in Q4 2017 and held it in 31 quarters. The position peaked at $2.19M in Q2 2021. 2,951 funds tracked by Wall St. Rank hold GE as of Q3 2025.

Financial Advocates Investment Management reported no remaining GE Aerospace position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 790 GE Aerospace shares in Q3 2025, an estimated $203K.
Financial Advocates Investment Management first reported a position in GE Aerospace in Q4 2017 and held it in 31 quarters.
Financial Advocates Investment Management's GE Aerospace position peaked at $2.19M in Q2 2021.
2,951 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.