Jeppson Wealth Management’s GE Aerospace GE Stock Holding History

Jeppson 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
2026 Q1	$418K	Hold	1,472	–	–	0.13%	145
2025 Q4	$453K	Hold	1,472	–	–	0.14%	130
2025 Q3	$443K	Hold	1,472	–	–	0.14%	136
2025 Q2	$379K	Hold	1,472	–	–	0.13%	136
2025 Q1	$295K	Hold	1,472	–	–	0.11%	159
2024 Q4	$246K	Hold	1,472	–	–	0.09%	174
2024 Q3	$278K	Hold	1,472	–	–	0.1%	164
2024 Q2	$234K	Sell	1,472 -380	-21%	-$60.7K	0.09%	175
2024 Q1	$259K	Buy	+1,852	New	+$218K	0.1%	171
2020 Q4	–	Sell	-1,144	Closed	-$36K	–	243
2020 Q3	$36K	Buy	+1,144	New	+$37.2K	0.03%	254

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

Jeppson Wealth Management's GE Position: Q1 2026 in Review

Jeppson Wealth Management held its GE Aerospace (GE) position steady in Q1 2026 at 1,472 shares worth $418K. The position accounts for 0.13% of the portfolio, ranked #145.

Jeppson Wealth Management first reported a position in GE in Q3 2020 and has held it in 10 quarters since. The position peaked at $453K in Q4 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Jeppson Wealth Management held 1,472 shares of GE Aerospace worth $418K as of Q1 2026.
Jeppson Wealth Management left its GE Aerospace share count unchanged in Q1 2026.
GE Aerospace made up 0.13% of Jeppson Wealth Management's portfolio in Q1 2026, its #145 holding.
Jeppson Wealth Management first reported a position in GE Aerospace in Q3 2020 and has held it in 10 quarters since.
Jeppson Wealth Management's GE Aerospace position peaked at $453K in Q4 2025.
3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.