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Gilpin Wealth Management’s GE Aerospace GE Stock Holding History

Gilpin 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
2026
Q3 		$93.5K Buy
299
+10
+3% +$3.46K 0.06% 198
2026
Q2 		$108K Hold
289
– – 0.07% 176
2026
Q1 		$82.1K Hold
289
– – 0.07% 178
2025
Q4 		$89.1K Buy
+289
New +$87K 0.07% 164

Other funds holding GE

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Gilpin Wealth Management's GE Position: Q3 2026 in Review

Gilpin Wealth Management increased its GE Aerospace (GE) stake by 3.5% in Q3 2026, buying an estimated $3.46K and bringing the position to 299 shares worth $93.5K. The position accounts for 0.06% of the portfolio, ranked #198.

Gilpin Wealth Management first reported a position in GE in Q4 2025 and has held it in 4 quarters since. The position peaked at $108K in Q2 2026. 173 funds tracked by Wall St. Rank hold GE as of Q3 2026.

  • Gilpin Wealth Management held 299 shares of GE Aerospace worth $93.5K as of Q3 2026.
  • Gilpin Wealth Management bought 10 GE Aerospace shares in Q3 2026, an estimated $3.46K.
  • GE Aerospace made up 0.06% of Gilpin Wealth Management's portfolio in Q3 2026, its #198 holding.
  • Gilpin Wealth Management first reported a position in GE Aerospace in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's GE Aerospace position peaked at $108K in Q2 2026.
  • 173 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.