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

Other funds holding GE

IBEX Wealth Advisors's GE Position: Q2 2026 in Review

IBEX Wealth Advisors increased its GE Aerospace (GE) stake by 235% in Q2 2026, buying an estimated $4.34M and bringing the position to 19,763 shares worth $7.39M. The position accounts for 0.58% of the portfolio, ranked #59.

IBEX Wealth Advisors first reported a position in GE in Q3 2016 and has held it in 21 quarters since. The position peaked at $8.22M in Q4 2025. 3,449 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • IBEX Wealth Advisors held 19,763 shares of GE Aerospace worth $7.39M as of Q2 2026.
  • IBEX Wealth Advisors bought 13,864 GE Aerospace shares in Q2 2026, an estimated $4.34M.
  • GE Aerospace made up 0.58% of IBEX Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • IBEX Wealth Advisors first reported a position in GE Aerospace in Q3 2016 and has held it in 21 quarters since.
  • IBEX Wealth Advisors's GE Aerospace position peaked at $8.22M in Q4 2025.
  • 3,449 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.