Integrated Wealth Concepts’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 | $15M | Buy |
52,934
+23,258
| +78% | +$7.31M | 0.12% | 170 |
|
|
2025
Q4 | $9.14M | Sell |
29,676
-9,360
| -24% | -$2.82M | 0.11% | 171 |
|
|
2025
Q3 | $11.7M | Buy |
39,036
+2,970
| +8% | +$812K | 0.11% | 182 |
|
|
2025
Q2 | $9.28M | Buy |
36,066
+4,129
| +13% | +$906K | 0.09% | 201 |
|
|
2025
Q1 | $6.39M | Buy |
31,937
+386
| +1% | +$75.9K | 0.07% | 262 |
|
|
2024
Q4 | $5.26M | Sell |
31,551
-325
| -1% | -$58K | 0.06% | 286 |
|
|
2024
Q3 | $6.01M | Sell |
31,876
-545
| -2% | -$92.3K | 0.07% | 247 |
|
|
2024
Q2 | $5.15M | Sell |
32,421
-7,330
| -18% | -$1.17M | 0.07% | 262 |
|
|
2024
Q1 | $5.57M | Buy |
39,751
+5,069
| +15% | +$597K | 0.08% | 247 |
|
|
2023
Q4 | $3.53M | Sell |
34,682
-163
| -0.5% | -$15.1K | 0.06% | 308 |
|
|
2023
Q3 | $3.07M | Buy |
34,845
+3,105
| +10% | +$279K | 0.05% | 320 |
|
|
2023
Q2 | $2.78M | Buy |
31,740
+34
| +0.1% | +$2.75K | 0.05% | 345 |
|
|
2023
Q1 | $2.42M | Buy |
31,706
+7,894
| +33% | +$528K | 0.05% | 342 |
|
|
2022
Q4 | $1.24M | Sell |
23,812
-2,789
| -10% | -$137K | 0.03% | 422 |
|
|
2022
Q3 | $1.03M | Sell |
26,601
-21
| -0.1% | -$923 | 0.03% | 419 |
|
|
2022
Q2 | $1.06M | Buy |
26,622
+15,947
| +149% | +$773K | 0.03% | 417 |
|
|
2022
Q1 | $609K | Sell |
10,675
-20,979
| -66% | -$1.25M | 0.02% | 528 |
|
|
2021
Q4 | $1.86M | Sell |
31,654
-132
| -0.4% | -$8.29K | 0.06% | 275 |
|
|
2021
Q3 | $2.04M | Buy |
31,786
+10,980
| +53% | +$706K | 0.07% | 243 |
|
|
2021
Q2 | $1.4M | Sell |
20,806
-5,398
| -21% | -$360K | 0.05% | 282 |
|
|
2021
Q1 | $1.72M | Buy |
26,204
+4,991
| +24% | +$302K | 0.07% | 209 |
|
|
2020
Q4 | $1.14M | Buy |
21,213
+3,137
| +17% | +$141K | 0.05% | 228 |
|
|
2020
Q3 | $561K | Buy |
18,076
+3,104
| +21% | +$101K | 0.03% | 320 |
|
|
2020
Q2 | $510K | Buy |
14,972
+2,989
| +25% | +$101K | 0.04% | 278 |
|
|
2020
Q1 | $474K | Sell |
11,983
-10,299
| -46% | -$549K | 0.04% | 229 |
|
|
2019
Q4 | $1.24M | Buy |
22,282
+14,054
| +171% | +$726K | 0.1% | 126 |
|
|
2019
Q3 | $367K | Buy |
8,228
+696
| +9% | +$32.7K | 0.04% | 264 |
|
|
2019
Q2 | $384K | Buy |
7,532
+149
| +2% | +$7.33K | 0.05% | 223 |
|
|
2019
Q1 | $368K | Buy |
7,383
+505
| +7% | +$23.8K | 0.06% | 208 |
|
|
2018
Q4 | $250K | Buy |
6,878
+1,486
| +28% | +$67.1K | 0.07% | 215 |
|
|
2018
Q3 | $312K | Sell |
5,392
-42
| -0.8% | -$2.59K | 0.09% | 167 |
|
|
2018
Q2 | $348K | Sell |
5,434
-712
| -12% | -$47.5K | 0.12% | 140 |
|
|
2018
Q1 | $386K | Buy |
6,146
+542
| +10% | +$40.2K | 0.15% | 121 |
|
|
2017
Q4 | $491K | Buy |
+5,604
| New | +$535K | 0.21% | 95 |
|
Other funds holding GE
VCM
VPM
Integrated Wealth Concepts's GE Position: Q1 2026 in Review
Integrated Wealth Concepts increased its GE Aerospace (GE) stake by 78% in Q1 2026, buying an estimated $7.31M and bringing the position to 52,934 shares worth $15M. The position accounts for 0.12% of the portfolio, ranked #170.
Integrated Wealth Concepts first reported a position in GE in Q4 2017 and has held it in 34 quarters since. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.
- Integrated Wealth Concepts held 52,934 shares of GE Aerospace worth $15M as of Q1 2026.
- Integrated Wealth Concepts bought 23,258 GE Aerospace shares in Q1 2026, an estimated $7.31M.
- GE Aerospace made up 0.12% of Integrated Wealth Concepts's portfolio in Q1 2026, its #170 holding.
- Integrated Wealth Concepts first reported a position in GE Aerospace in Q4 2017 and has held it in 34 quarters since.
- 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.
Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.