Jackson Wealth Management’s GE Aerospace GE Stock Holding History

Jackson 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 Q3	–	Sell	-2,115	Closed	-$544K	–	166
2025 Q2	$544K	Sell	2,115 -247	-10%	-$54.2K	0.06%	108
2025 Q1	$473K	Sell	2,362 -671	-22%	-$132K	0.06%	115
2024 Q4	$506K	Buy	3,033 +1,453	+92%	+$259K	0.06%	109
2024 Q3	$298K	Buy	+1,580	New	+$268K	0.04%	123
2021 Q1	–	Sell	-67,220	Closed	-$3.62M	–	125
2020 Q4	$3.62M	Buy	67,220 +47,119	+234%	+$2.11M	0.49%	51
2020 Q3	$624K	Buy	+20,101	New	+$653K	0.09%	107
2017 Q4	–	Sell	-2,582	Closed	-$289K	–	93
2017 Q3	$289K	Buy	+2,582	New	+$312K	0.08%	84
2015 Q3	–	Sell	-1,892	Closed	-$242K	–	126
2015 Q2	$242K	Sell	1,892 -31	-2%	-$4.02K	0.08%	99
2015 Q1	$229K	Buy	+1,923	New	+$229K	0.07%	105

Other funds holding GE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Jackson Wealth Management's GE Position: Q3 2025 in Review

Jackson Wealth Management sold out of GE Aerospace (GE) in Q3 2025, closing a stake of 2,115 shares — an estimated $544K sold.

Jackson Wealth Management first reported a position in GE in Q1 2015 and held it in 9 quarters. The position peaked at $3.62M in Q4 2020. 2,955 funds tracked by Wall St. Rank hold GE as of Q3 2025.

Jackson Wealth Management reported no remaining GE Aerospace position as of Q3 2025 after selling out during the quarter.
Jackson Wealth Management sold 2,115 GE Aerospace shares in Q3 2025, an estimated $544K.
Jackson Wealth Management first reported a position in GE Aerospace in Q1 2015 and held it in 9 quarters.
Jackson Wealth Management's GE Aerospace position peaked at $3.62M in Q4 2020.
2,955 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2025.

Based on Jackson Wealth Management's 13F filing for Q3 2025, filed 3 Oct 2025.