Hillcrest Wealth Advisors’s GE Aerospace GE Stock Holding History

Hillcrest 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 Q1	$1.33M	Sell	4,671 -900	-16%	-$283K	0.54%	24
2025 Q4	$1.72M	Hold	5,571	–	–	0.74%	21
2025 Q3	$1.68M	Sell	5,571 -1,500	-21%	-$410K	0.75%	21
2025 Q2	$1.82M	Sell	7,071 -3,100	-30%	-$680K	0.86%	21
2025 Q1	$2.04M	Sell	10,171 -2,140	-17%	-$421K	1.01%	21
2024 Q4	$2.05M	Buy	+12,311	New	+$2.2M	0.98%	21

Other funds holding GE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Hillcrest Wealth Advisors's GE Position: Q1 2026 in Review

Hillcrest Wealth Advisors reduced its GE Aerospace (GE) stake by 16% in Q1 2026, selling an estimated $283K and leaving 4,671 shares worth $1.33M. The position accounts for 0.54% of the portfolio, ranked #24.

Hillcrest Wealth Advisors first reported a position in GE in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.05M in Q4 2024. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Hillcrest Wealth Advisors held 4,671 shares of GE Aerospace worth $1.33M as of Q1 2026.
Hillcrest Wealth Advisors sold 900 GE Aerospace shares in Q1 2026, an estimated $283K.
GE Aerospace made up 0.54% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #24 holding.
Hillcrest Wealth Advisors first reported a position in GE Aerospace in Q4 2024 and has held it in 6 quarters since.
Hillcrest Wealth Advisors's GE Aerospace position peaked at $2.05M in Q4 2024.
3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.