Heck Capital Advisors’s GE Aerospace GE Stock Holding History

Heck Capital 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 Q1	–	Sell	-1,136	Closed	-$350K	–	220
2025 Q4	$350K	Sell	1,136 -26	-2%	-$7.83K	0.03%	175
2025 Q3	$350K	Buy	1,162 +28	+2%	+$7.65K	0.03%	167
2025 Q2	$292K	Buy	1,134 +634	+127%	+$139K	0.03%	164
2025 Q1	$100K	Sell	500 -4,060	-89%	-$799K	0.01%	165
2024 Q4	$761K	Buy	4,560 +4,060	+812%	+$724K	0.03%	153
2024 Q3	$94.3K	Hold	500	–	–	0.01%	155
2024 Q2	$79.5K	Sell	500 -127	-20%	-$20.3K	0.01%	152
2024 Q1	$87.8K	Hold	627	–	–	0.01%	149
2023 Q4	$63.8K	Hold	627	–	–	0.01%	148
2023 Q3	$55.3K	Hold	627	–	–	0.01%	149
2023 Q2	$54.9K	Hold	627	–	–	0.01%	139
2023 Q1	$47.8K	Sell	627 -176	-22%	-$11.8K	0.01%	129
2022 Q4	$41.9K	Hold	803	–	–	0.01%	130
2022 Q3	$31K	Hold	803	–	–	0.01%	130
2022 Q2	$31.8K	Hold	803	–	–	0.01%	131
2022 Q1	$45.8K	Hold	803	–	–	0.01%	122
2021 Q4	$47.2K	Hold	803	–	–	0.01%	112
2021 Q3	$51.5K	Buy	+803	New	+$51.6K	0.01%	111

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

Heck Capital Advisors's GE Position: Q1 2026 in Review

Heck Capital Advisors sold out of GE Aerospace (GE) in Q1 2026, closing a stake of 1,136 shares — an estimated $350K sold.

Heck Capital Advisors first reported a position in GE in Q3 2021 and held it in 18 quarters. The position peaked at $761K in Q4 2024. 3,230 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Heck Capital Advisors reported no remaining GE Aerospace position as of Q1 2026 after selling out during the quarter.
Heck Capital Advisors sold 1,136 GE Aerospace shares in Q1 2026, an estimated $350K.
Heck Capital Advisors first reported a position in GE Aerospace in Q3 2021 and held it in 18 quarters.
Heck Capital Advisors's GE Aerospace position peaked at $761K in Q4 2024.
3,230 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Heck Capital Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.