Financial Gravity Asset Management’s GE Aerospace GE Stock Holding History

Financial Gravity Asset 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	$239K	Buy	843 +37	+5%	+$11.6K	0.04%	145
2025 Q4	$248K	Hold	806	–	–	0.05%	112
2025 Q3	$242K	Buy	+806	New	+$220K	0.05%	130
2025 Q1	$164K	Buy	+821	New	+$162K	0.04%	162
2024 Q2	–	Sell	-53	Closed	-$5.36K	–	1576
2024 Q1	$5.36K	Hold	53	–	–	﹤0.01%	561
2023 Q4	$5.36K	Buy	+53	New	+$4.91K	﹤0.01%	578
2019 Q4	$306K	Buy	5,545 +20	+0.4%	+$1.03K	0.21%	53
2019 Q3	$246K	Buy	5,525 +25	+0.5%	+$1.18K	0.21%	96
2019 Q2	$288K	Buy	5,500 +81	+1%	+$3.99K	0.24%	100
2019 Q1	$273K	Buy	+5,419	New	+$255K	0.22%	95
2018 Q3	$272K	Buy	5,088 +16	+0.3%	+$986	0.28%	68
2018 Q2	$310K	Buy	5,072 +32	+0.6%	+$2.13K	0.29%	56
2018 Q1	$342K	Buy	+5,040	New	+$373K	0.35%	47

Other funds holding GE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Financial Gravity Asset Management's GE Position: Q1 2026 in Review

Financial Gravity Asset Management increased its GE Aerospace (GE) stake by 4.6% in Q1 2026, buying an estimated $11.6K and bringing the position to 843 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #145.

Financial Gravity Asset Management first reported a position in GE in Q1 2018 and has held it in 13 quarters since. The position peaked at $342K in Q1 2018. 3,230 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Financial Gravity Asset Management held 843 shares of GE Aerospace worth $239K as of Q1 2026.
Financial Gravity Asset Management bought 37 GE Aerospace shares in Q1 2026, an estimated $11.6K.
GE Aerospace made up 0.04% of Financial Gravity Asset Management's portfolio in Q1 2026, its #145 holding.
Financial Gravity Asset Management first reported a position in GE Aerospace in Q1 2018 and has held it in 13 quarters since.
Financial Gravity Asset Management's GE Aerospace position peaked at $342K in Q1 2018.
3,230 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.