Heritage Wealth Advisors’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.25M | Buy |
4,413
+742
| +20% | +$233K | 0.05% | 72 |
|
|
2025
Q4 | $1.13M | Buy |
3,671
+35
| +1% | +$10.5K | 0.04% | 98 |
|
|
2025
Q3 | $1.09M | Hold |
3,636
| – | – | 0.05% | 78 |
|
|
2025
Q2 | $936K | Hold |
3,636
| – | – | 0.04% | 87 |
|
|
2025
Q1 | $728K | Sell |
3,636
-3
| -0.1% | -$590 | 0.04% | 98 |
|
|
2024
Q4 | $607K | Sell |
3,639
-124
| -3% | -$22.1K | 0.03% | 121 |
|
|
2024
Q3 | $710K | Buy |
3,763
+127
| +3% | +$21.5K | 0.03% | 113 |
|
|
2024
Q2 | $578K | Sell |
3,636
-985
| -21% | -$157K | 0.03% | 128 |
|
|
2024
Q1 | $647K | Sell |
4,621
-1,018
| -18% | -$120K | 0.03% | 125 |
|
|
2023
Q4 | $574K | Sell |
5,639
-2,579
| -31% | -$239K | 0.03% | 134 |
|
|
2023
Q3 | $725K | Sell |
8,218
-250
| -3% | -$22.5K | 0.04% | 100 |
|
|
2023
Q2 | $742K | Hold |
8,468
| – | – | 0.04% | 102 |
|
|
2023
Q1 | $646K | Sell |
8,468
-3,005
| -26% | -$201K | 0.04% | 107 |
|
|
2022
Q4 | $599K | Sell |
11,473
-1,068
| -9% | -$52.5K | 0.03% | 116 |
|
|
2022
Q3 | $484K | Buy |
12,541
+185
| +1% | +$8.13K | 0.04% | 123 |
|
|
2022
Q2 | $490K | Buy |
12,356
+7,221
| +141% | +$350K | 0.03% | 128 |
|
|
2022
Q1 | $293K | Sell |
5,135
-265
| -5% | -$15.8K | 0.02% | 159 |
|
|
2021
Q4 | $318K | Sell |
5,400
-48
| -0.9% | -$3.02K | 0.02% | 160 |
|
|
2021
Q3 | $350K | Sell |
5,448
-1,176
| -18% | -$75.6K | 0.02% | 154 |
|
|
2021
Q2 | $444K | Hold |
6,624
| – | – | 0.03% | 145 |
|
|
2021
Q1 | $434K | Buy |
6,624
+1,068
| +19% | +$64.7K | 0.03% | 150 |
|
|
2020
Q4 | $299K | Buy |
5,556
+1,253
| +29% | +$56.1K | 0.02% | 166 |
|
|
2020
Q3 | $134K | Buy |
4,303
+618
| +17% | +$20.1K | 0.02% | 182 |
|
|
2020
Q2 | $125K | Buy |
3,685
+542
| +17% | +$18.3K | 0.02% | 177 |
|
|
2020
Q1 | $124K | Sell |
3,143
-602
| -16% | -$32.1K | 0.02% | 165 |
|
|
2019
Q4 | $208K | Sell |
3,745
-383
| -9% | -$19.8K | 0.03% | 164 |
|
|
2019
Q3 | $183K | Sell |
4,128
-207
| -5% | -$9.73K | 0.03% | 163 |
|
|
2019
Q2 | $227K | Hold |
4,335
| – | – | 0.03% | 134 |
|
|
2019
Q1 | $216K | Sell |
4,335
-838
| -16% | -$39.5K | 0.04% | 126 |
|
|
2018
Q4 | $187K | Buy |
5,173
+626
| +14% | +$28.3K | 0.04% | 123 |
|
|
2018
Q3 | $245K | Sell |
4,547
-166
| -4% | -$10.2K | 0.05% | 111 |
|
|
2018
Q2 | $307K | Sell |
4,713
-81
| -2% | -$5.4K | 0.11% | 95 |
|
|
2018
Q1 | $309K | Sell |
4,794
-746
| -13% | -$55.3K | 0.13% | 89 |
|
|
2017
Q4 | $465K | Sell |
5,540
-51
| -0.9% | -$4.87K | 0.2% | 72 |
|
|
2017
Q3 | $647K | Sell |
5,591
-381
| -6% | -$46.1K | 0.33% | 54 |
|
|
2017
Q2 | $774K | Buy |
5,972
+1
| +0% | +$137 | 0.4% | 51 |
|
|
2017
Q1 | $853K | Buy |
5,971
+1
| +0% | +$145 | 0.46% | 43 |
|
|
2016
Q4 | $904K | Sell |
5,970
-1,055
| -15% | -$153K | 0.59% | 30 |
|
|
2016
Q3 | $1M | Sell |
7,025
-1,252
| -15% | -$187K | 0.69% | 24 |
|
|
2016
Q2 | $1.25M | Buy |
8,277
+642
| +8% | +$93.7K | 0.84% | 19 |
|
|
2016
Q1 | $1.16M | Buy |
7,635
+116
| +2% | +$16.4K | 0.91% | 17 |
|
|
2015
Q4 | $1.12M | Buy |
7,519
+2
| +0% | +$284 | 0.95% | 16 |
|
|
2015
Q3 | $909K | Sell |
7,517
-166
| -2% | -$20.3K | 0.78% | 16 |
|
|
2015
Q2 | $980K | Sell |
7,683
-16
| -0.2% | -$2.08K | 0.81% | 23 |
|
|
2015
Q1 | $915K | Sell |
7,699
-24
| -0.3% | -$2.86K | 0.75% | 22 |
|
|
2014
Q4 | $935K | Buy |
7,723
+2,207
| +40% | +$271K | 0.84% | 23 |
|
|
2014
Q3 | $678K | Sell |
5,516
-118
| -2% | -$14.7K | 0.7% | 27 |
|
|
2014
Q2 | $710K | Sell |
5,634
-3
| -0.1% | -$382 | 0.76% | 27 |
|
|
2014
Q1 | $698K | Sell |
5,637
-121
| -2% | -$14.9K | 0.81% | 25 |
|
|
2013
Q4 | $773K | Buy |
+5,758
| New | +$725K | 0.97% | 20 |
|
Other funds holding GE
VCM
VPM
Heritage Wealth Advisors's GE Position: Q1 2026 in Review
Heritage Wealth Advisors increased its GE Aerospace (GE) stake by 20% in Q1 2026, buying an estimated $233K and bringing the position to 4,413 shares worth $1.25M. The position accounts for 0.05% of the portfolio, ranked #72.
Heritage Wealth Advisors first reported a position in GE in Q4 2013 and has held it in 50 quarters since. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.
- Heritage Wealth Advisors held 4,413 shares of GE Aerospace worth $1.25M as of Q1 2026.
- Heritage Wealth Advisors bought 742 GE Aerospace shares in Q1 2026, an estimated $233K.
- GE Aerospace made up 0.05% of Heritage Wealth Advisors's portfolio in Q1 2026, its #72 holding.
- Heritage Wealth Advisors first reported a position in GE Aerospace in Q4 2013 and has held it in 50 quarters since.
- 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.
Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.