IBEX Wealth Advisors’s GE Aerospace GE Stock Holding History

IBEX 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	$1.67M	Sell	5,899 -20,780	-78%	-$6.53M	0.16%	85
2025 Q4	$8.22M	Buy	26,679 +751	+3%	+$226K	0.8%	37
2025 Q3	$7.8M	Buy	25,928 +1,236	+5%	+$338K	0.75%	42
2025 Q2	$6.36M	Buy	+24,692	New	+$5.42M	0.68%	52
2025 Q1	–	Sell	-5,079	Closed	-$847K	–	155
2024 Q4	$847K	Buy	+5,079	New	+$906K	0.1%	121
2024 Q3	–	Sell	-25,409	Closed	-$4.04M	–	143
2024 Q2	$4.04M	Sell	25,409 -2,316	-8%	-$370K	0.63%	49
2024 Q1	$1.85M	Buy	27,725 +27,694	+89,335%	+$3.26M	0.5%	60
2023 Q4	$3.17K	Sell	31 -26,460	-100%	-$2.45M	0.69%	53
2023 Q3	$2.34M	Buy	+26,491	New	+$2.38M	0.59%	52
2023 Q1	$2.03M	Sell	26,653 -8,863	-25%	-$593K	0.53%	56
2022 Q4	$1.85M	Buy	+35,516	New	+$1.75M	0.42%	73
2021 Q4	–	Sell	-2,679	Closed	-$172K	–	276
2021 Q3	$172K	Sell	2,679 -53	-2%	-$3.41K	0.03%	189
2021 Q2	$183K	Buy	+2,732	New	+$182K	0.04%	178
2019 Q3	–	Sell	-683	Closed	-$35K	–	185
2019 Q2	$35K	Buy	+683	New	+$33.6K	0.01%	250
2018 Q1	–	Sell	-3,369	Closed	-$295K	–	98
2017 Q4	$295K	Sell	3,369 -80	-2%	-$7.64K	0.13%	82
2017 Q3	$387K	Sell	3,449 -57	-2%	-$6.89K	0.14%	104
2017 Q2	$437K	Sell	3,506 -1,297	-27%	-$178K	0.17%	99
2017 Q1	$690K	Sell	4,803 -22,621	-82%	-$3.27M	0.43%	59
2016 Q4	$4.01M	Buy	27,424 +4,036	+17%	+$586K	1.92%	11
2016 Q3	$3.32M	Buy	+23,388	New	+$3.49M	1.82%	15

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

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

IBEX Wealth Advisors reduced its GE Aerospace (GE) stake by 78% in Q1 2026, selling an estimated $6.53M and leaving 5,899 shares worth $1.67M. The position accounts for 0.16% of the portfolio, ranked #85.

IBEX Wealth Advisors first reported a position in GE in Q3 2016 and has held it in 20 quarters since. The position peaked at $8.22M in Q4 2025. 3,209 funds tracked by Wall St. Rank hold GE as of Q1 2026.

IBEX Wealth Advisors held 5,899 shares of GE Aerospace worth $1.67M as of Q1 2026.
IBEX Wealth Advisors sold 20,780 GE Aerospace shares in Q1 2026, an estimated $6.53M.
GE Aerospace made up 0.16% of IBEX Wealth Advisors's portfolio in Q1 2026, its #85 holding.
IBEX Wealth Advisors first reported a position in GE Aerospace in Q3 2016 and has held it in 20 quarters since.
IBEX Wealth Advisors's GE Aerospace position peaked at $8.22M in Q4 2025.
3,209 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.