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Insight Wealth Strategies’s GE Aerospace GE Stock Holding History

Insight Wealth Strategies’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
Q3 		$431K Buy
1,379
+24
+2% +$8.31K 0.04% 131
2026
Q2 		$508K Buy
1,355
+107
+9% +$33.5K 0.05% 126
2026
Q1 		$354K Buy
1,248
+35
+3% +$11K 0.04% 141
2025
Q4 		$374K Buy
1,213
+78
+7% +$23.5K 0.04% 134
2025
Q3 		$342K Buy
1,135
+25
+2% +$6.83K 0.04% 142
2025
Q2 		$276K Buy
1,110
+16
+1% +$3.51K 0.03% 144
2025
Q1 		$219K Buy
+1,094
New +$215K 0.03% 151
2024
Q4 		– Sell
-1,076
Closed -$203K – 161
2024
Q3 		$203K Buy
+1,076
New +$182K 0.03% 157

Other funds holding GE

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Insight Wealth Strategies's GE Position: Q3 2026 in Review

Insight Wealth Strategies increased its GE Aerospace (GE) stake by 1.8% in Q3 2026, buying an estimated $8.31K and bringing the position to 1,379 shares worth $431K. The position accounts for 0.04% of the portfolio, ranked #131.

Insight Wealth Strategies first reported a position in GE in Q3 2024 and has held it in 8 quarters since. The position peaked at $508K in Q2 2026. 173 funds tracked by Wall St. Rank hold GE as of Q3 2026.

  • Insight Wealth Strategies held 1,379 shares of GE Aerospace worth $431K as of Q3 2026.
  • Insight Wealth Strategies bought 24 GE Aerospace shares in Q3 2026, an estimated $8.31K.
  • GE Aerospace made up 0.04% of Insight Wealth Strategies's portfolio in Q3 2026, its #131 holding.
  • Insight Wealth Strategies first reported a position in GE Aerospace in Q3 2024 and has held it in 8 quarters since.
  • Insight Wealth Strategies's GE Aerospace position peaked at $508K in Q2 2026.
  • 173 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.