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Heartwood Wealth Advisors’s GE Aerospace GE Stock Holding History

Heartwood Wealth 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 		$237K Buy
759
+54
+8% +$18.7K 0.02% 205
2026
Q2 		$263K Buy
+705
New +$221K 0.02% 207
2026
Q1 		– Sell
-765
Closed -$236K – 227
2025
Q4 		$236K Sell
765
-71
-8% -$21.4K 0.02% 188
2025
Q3 		$251K Buy
+836
New +$229K 0.02% 178

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

Heartwood Wealth Advisors's GE Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its GE Aerospace (GE) stake by 7.7% in Q3 2026, buying an estimated $18.7K and bringing the position to 759 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #205.

Heartwood Wealth Advisors first reported a position in GE in Q3 2025 and has held it in 4 quarters since. The position peaked at $263K in Q2 2026. 173 funds tracked by Wall St. Rank hold GE as of Q3 2026.

  • Heartwood Wealth Advisors held 759 shares of GE Aerospace worth $237K as of Q3 2026.
  • Heartwood Wealth Advisors bought 54 GE Aerospace shares in Q3 2026, an estimated $18.7K.
  • GE Aerospace made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #205 holding.
  • Heartwood Wealth Advisors first reported a position in GE Aerospace in Q3 2025 and has held it in 4 quarters since.
  • Heartwood Wealth Advisors's GE Aerospace position peaked at $263K in Q2 2026.
  • 173 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

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