Holos Integrated Wealth’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
Q3
$216K Hold
694
– – 0.1% 79
2026
Q2
$255K Sell
694
-15
-2% -$4.7K 0.12% 71
2026
Q1
$205K Buy
709
+15
+2% +$4.71K 0.1% 81
2025
Q4
$223K Hold
694
– – 0.12% 63
2025
Q3
$202K Hold
694
– – 0.12% 64
2025
Q2
$191K Hold
694
– – 0.11% 64
2025
Q1
$139K Hold
694
– – 0.09% 73
2024
Q4
$116K Buy
+694
New +$124K 0.08% 72

Other funds holding GE

Holos Integrated Wealth's GE Position: Q3 2026 in Review

Holos Integrated Wealth held its GE Aerospace (GE) position steady in Q3 2026 at 694 shares worth $216K. The position accounts for 0.1% of the portfolio, ranked #79.

Holos Integrated Wealth first reported a position in GE in Q4 2024 and has held it in 8 quarters since. The position peaked at $255K in Q2 2026. 1,027 funds tracked by Wall St. Rank hold GE as of Q3 2026.

  • Holos Integrated Wealth held 694 shares of GE Aerospace worth $216K as of Q3 2026.
  • Holos Integrated Wealth left its GE Aerospace share count unchanged in Q3 2026.
  • GE Aerospace made up 0.1% of Holos Integrated Wealth's portfolio in Q3 2026, its #79 holding.
  • Holos Integrated Wealth first reported a position in GE Aerospace in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's GE Aerospace position peaked at $255K in Q2 2026.
  • 1,027 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.