IMA Advisory Services’s GE Aerospace GE Stock Holding History

IMA Advisory Services’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	$51.7K	Sell	182 -3	-2%	-$943	0.01%	244
2025 Q4	$57.1K	Buy	185 +39	+27%	+$11.7K	0.01%	241
2025 Q3	$44K	Hold	146	–	–	﹤0.01%	249
2025 Q2	$37.6K	Buy	146 +6	+4%	+$1.32K	﹤0.01%	246
2025 Q1	$28.1K	Buy	+140	New	+$27.5K	﹤0.01%	263
2024 Q4	–	Sell	-140	Closed	-$26.4K	–	214
2024 Q3	$26.4K	Buy	+140	New	+$23.7K	0.01%	211
2023 Q4	–	Sell	-460	Closed	-$40.6K	–	136
2023 Q3	$40.6K	Hold	460	–	–	0.01%	187
2023 Q2	$40.3K	Hold	460	–	–	0.01%	188
2023 Q1	$35.1K	Sell	460 -298	-39%	-$19.9K	0.01%	184
2022 Q4	$39.5K	Buy	758 +32	+4%	+$1.57K	0.01%	194
2022 Q3	$28K	Sell	726 -170	-19%	-$7.47K	0.01%	206
2022 Q2	$36K	Sell	896 -49,297	-98%	-$2.39M	0.01%	200
2022 Q1	$2.86M	Buy	50,193 +1,581	+3%	+$94.3K	0.66%	49
2021 Q4	$2.86M	Sell	48,612 -1,953	-4%	-$123K	0.63%	50
2021 Q3	$3.25M	Buy	50,565 +270	+0.5%	+$17.4K	0.77%	38
2021 Q2	$3.37M	Sell	50,295 -4,080	-8%	-$272K	0.79%	42
2021 Q1	$3.56M	Buy	54,375 +54,034	+15,846%	+$3.27M	0.87%	34
2020 Q4	$18K	Buy	+341	New	+$15.3K	0.01%	186
2020 Q1	–	Sell	-283	Closed	-$16K	–	268
2019 Q4	$16K	Sell	283 -1,849	-87%	-$95.5K	0.01%	193
2019 Q3	$95K	Hold	2,132	–	–	0.04%	130
2019 Q2	$112K	Hold	2,132	–	–	0.04%	126
2019 Q1	$106K	Sell	2,132 -891	-29%	-$41.9K	0.04%	129
2018 Q4	$110K	Sell	3,023 -35,360	-92%	-$1.6M	0.05%	128
2018 Q3	$2.08M	Sell	38,383 -1,426	-4%	-$87.9K	0.81%	53
2018 Q2	$2.6M	Buy	39,809 +490	+1%	+$32.7K	1.08%	33
2018 Q1	$2.54M	Buy	39,319 +16,438	+72%	+$1.22M	1.13%	30
2017 Q4	$1.91M	Buy	22,881 +13,431	+142%	+$1.28M	0.86%	42
2017 Q3	$1.09M	Buy	9,450 +2,615	+38%	+$316K	0.51%	75
2017 Q2	$885K	Sell	6,835 -49	-0.7%	-$6.72K	0.43%	82
2017 Q1	$983K	Sell	6,884 -16	-0.2%	-$2.32K	0.49%	71
2016 Q4	$1.04M	Sell	6,900 -148	-2%	-$21.5K	0.64%	54
2016 Q3	$1M	Sell	7,048 -1,194	-14%	-$178K	0.57%	56
2016 Q2	$1.24M	Sell	8,242 -194	-2%	-$28.3K	0.78%	48
2016 Q1	$1.25M	Buy	8,436 +3,472	+70%	+$490K	0.73%	52
2015 Q4	$741K	Sell	4,964 -88	-2%	-$12.5K	0.45%	64
2015 Q3	$611K	Sell	5,052 -219	-4%	-$26.8K	0.39%	69
2015 Q2	$671K	Buy	5,271 +52	+1%	+$6.74K	0.32%	70
2015 Q1	$621K	Buy	5,219 +104	+2%	+$12.4K	0.3%	77
2014 Q4	$619K	Sell	5,115 -803	-14%	-$98.7K	0.32%	76
2014 Q3	$727K	Sell	5,918 -488	-8%	-$60.8K	0.34%	80
2014 Q2	$807K	Buy	6,406 +294	+5%	+$37.4K	0.37%	79
2014 Q1	$758K	Buy	6,112 +2,560	+72%	+$316K	0.35%	80
2013 Q4	$477K	Buy	3,552 +37	+1%	+$4.66K	0.23%	102
2013 Q3	$402K	Hold	3,515	–	–	0.2%	109
2013 Q2	$391K	Buy	+3,515	New	+$389K	0.21%	116

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

IMA Advisory Services's GE Position: Q1 2026 in Review

IMA Advisory Services reduced its GE Aerospace (GE) stake by 1.6% in Q1 2026, selling an estimated $943 and leaving 182 shares worth $51.7K. The position accounts for 0.01% of the portfolio, ranked #244.

IMA Advisory Services first reported a position in GE in Q2 2013 and has held it in 45 quarters since. The position peaked at $3.56M in Q1 2021. 3,209 funds tracked by Wall St. Rank hold GE as of Q1 2026.

IMA Advisory Services held 182 shares of GE Aerospace worth $51.7K as of Q1 2026.
IMA Advisory Services sold 3 GE Aerospace shares in Q1 2026, an estimated $943.
GE Aerospace made up 0.01% of IMA Advisory Services's portfolio in Q1 2026, its #244 holding.
IMA Advisory Services first reported a position in GE Aerospace in Q2 2013 and has held it in 45 quarters since.
IMA Advisory Services's GE Aerospace position peaked at $3.56M in Q1 2021.
3,209 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.