Iron Horse Wealth Management’s GE Aerospace GE Stock Holding History

Iron Horse Wealth Management’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
2025 Q2	$196K	Hold	760	–	–	0.06%	57
2025 Q1	$152K	Sell	760 -18	-2%	-$3.54K	0.05%	61
2024 Q4	$130K	Sell	778 -99	-11%	-$17.7K	0.04%	66
2024 Q3	$165K	Hold	877	–	–	0.06%	53
2024 Q2	$139K	Sell	877 -154	-15%	-$24.6K	0.05%	54
2024 Q1	$144K	Sell	1,031 -54	-5%	-$6.36K	0.06%	48
2023 Q4	$111K	Sell	1,085 -39	-3%	-$3.61K	0.05%	54
2023 Q3	$99.2K	Sell	1,124 -94	-8%	-$8.45K	0.05%	57
2023 Q2	$107K	Sell	1,218 -46	-4%	-$3.73K	0.05%	51
2023 Q1	$96.5K	Sell	1,264 -415	-25%	-$27.8K	0.05%	53
2022 Q4	$88K	Buy	1,679 +854	+104%	+$42K	0.05%	55
2022 Q3	$32K	Sell	825 -854	-51%	-$37.6K	0.05%	51
2022 Q2	$67K	Buy	+1,679	New	+$81.4K	0.04%	61
2022 Q1	–	Sell	-2,262	Closed	-$133K	–	234
2021 Q4	$133K	Sell	2,262 -114	-5%	-$7.16K	0.07%	48
2021 Q3	$152K	Sell	2,376 -386	-14%	-$24.8K	0.09%	44
2021 Q2	$185K	Sell	2,762 -30	-1%	-$2K	0.12%	42
2021 Q1	$183K	Hold	2,792	–	–	0.14%	39
2020 Q4	$150K	Buy	+2,792	New	+$125K	0.12%	44

Other funds holding GE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Iron Horse Wealth Management's GE Position: Q2 2025 in Review

Iron Horse Wealth Management held its GE Aerospace (GE) position steady in Q2 2025 at 760 shares worth $196K. The position accounts for 0.06% of the portfolio, ranked #57.

Iron Horse Wealth Management first reported a position in GE in Q4 2020 and has held it in 18 quarters since. 2,809 funds tracked by Wall St. Rank hold GE as of Q2 2025.

Iron Horse Wealth Management held 760 shares of GE Aerospace worth $196K as of Q2 2025.
Iron Horse Wealth Management left its GE Aerospace share count unchanged in Q2 2025.
GE Aerospace made up 0.06% of Iron Horse Wealth Management's portfolio in Q2 2025, its #57 holding.
Iron Horse Wealth Management first reported a position in GE Aerospace in Q4 2020 and has held it in 18 quarters since.
2,809 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.