Focused Wealth Management’s GE Aerospace GE Stock Holding History

Focused Wealth 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 Q4	–	Sell	-500	Closed	-$150K	–	225
2025 Q3	$150K	Buy	+500	New	+$137K	0.02%	192
2024 Q3	–	Sell	-10,800	Closed	-$1.72M	–	258
2024 Q2	$1.72M	Buy	+10,800	New	+$1.72M	0.25%	42
2021 Q3	–	Sell	-4,013	Closed	-$23K	–	1035
2021 Q2	$23K	Buy	+4,013	New	+$268K	﹤0.01%	488
2019 Q3	–	Sell	-4,615	Closed	-$13K	–	730
2019 Q2	$13K	Buy	+4,615	New	+$227K	﹤0.01%	479
2014 Q2	–	Hold	0	–	-$8K	–	675
2014 Q1	–	Hold	0	–	–	–	425

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

Focused Wealth Management's GE Position: Q1 2026 in Review

Focused Wealth Management increased its GE Aerospace (GE) stake by 0.88% in Q1 2026, buying an estimated $30.5K and bringing the position to 11,109 shares worth $3.15M. The position accounts for 0.33% of the portfolio, ranked #45.

Focused Wealth Management first reported a position in GE in Q3 2013 and has held it in 51 quarters since. The position peaked at $10M in Q4 2015. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Focused Wealth Management held 11,109 shares of GE Aerospace worth $3.15M as of Q1 2026.
Focused Wealth Management bought 97 GE Aerospace shares in Q1 2026, an estimated $30.5K.
GE Aerospace made up 0.33% of Focused Wealth Management's portfolio in Q1 2026, its #45 holding.
Focused Wealth Management first reported a position in GE Aerospace in Q3 2013 and has held it in 51 quarters since.
Focused Wealth Management's GE Aerospace position peaked at $10M in Q4 2015.
3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.