Icon 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
2026
Q1
$1.22M Buy
4,295
+194
+5% +$61K 0.08% 151
2025
Q4
$1.26M Buy
4,101
+228
+6% +$68.7K 0.08% 153
2025
Q3
$1.16M Buy
3,873
+82
+2% +$22.4K 0.08% 165
2025
Q2
$976K Buy
3,791
+1,960
+107% +$430K 0.07% 172
2025
Q1
$366K Buy
+1,831
New +$360K 0.03% 262

Other funds holding GE

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

Icon Wealth Advisors increased its GE Aerospace (GE) stake by 4.7% in Q1 2026, buying an estimated $61K and bringing the position to 4,295 shares worth $1.22M. The position accounts for 0.08% of the portfolio, ranked #151.

Icon Wealth Advisors first reported a position in GE in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.26M in Q4 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Icon Wealth Advisors held 4,295 shares of GE Aerospace worth $1.22M as of Q1 2026.
  • Icon Wealth Advisors bought 194 GE Aerospace shares in Q1 2026, an estimated $61K.
  • GE Aerospace made up 0.08% of Icon Wealth Advisors's portfolio in Q1 2026, its #151 holding.
  • Icon Wealth Advisors first reported a position in GE Aerospace in Q1 2025 and has held it in 5 quarters since.
  • Icon Wealth Advisors's GE Aerospace position peaked at $1.26M in Q4 2025.
  • 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.