Gladwyn Financial Advisors’s GE Aerospace GE Stock Holding History

Gladwyn Financial Advisors’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	$439K	Hold	1,405	–	–	0.28%	36
2026 Q2	$525K	Hold	1,405	–	–	0.33%	36
2026 Q1	$399K	Buy	1,405 +1	+0.1%	+$314	0.28%	36
2025 Q4	$432K	Buy	1,404 +2	+0.1%	+$602	0.3%	36
2025 Q3	$422K	Buy	1,402 +1	+0.1%	+$273	0.3%	36
2025 Q2	$361K	Buy	+1,401	New	+$307K	0.28%	36

Other funds holding GE

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

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

Gladwyn Financial Advisors's GE Position: Q3 2026 in Review

Gladwyn Financial Advisors held its GE Aerospace (GE) position steady in Q3 2026 at 1,405 shares worth $439K. The position accounts for 0.28% of the portfolio, ranked #36.

Gladwyn Financial Advisors first reported a position in GE in Q2 2025 and has held it in 6 quarters since. The position peaked at $525K in Q2 2026. 173 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Gladwyn Financial Advisors held 1,405 shares of GE Aerospace worth $439K as of Q3 2026.
Gladwyn Financial Advisors left its GE Aerospace share count unchanged in Q3 2026.
GE Aerospace made up 0.28% of Gladwyn Financial Advisors's portfolio in Q3 2026, its #36 holding.
Gladwyn Financial Advisors first reported a position in GE Aerospace in Q2 2025 and has held it in 6 quarters since.
Gladwyn Financial Advisors's GE Aerospace position peaked at $525K in Q2 2026.
173 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.