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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
2019
Q3 		– Sell
-6
Closed -$1K – 184
2019
Q2 		$1K Buy
+6
New +$295 ﹤0.01% 406

Other funds holding GE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
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.