JFS Wealth Advisors’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
Q2
$463K Sell
1,238
-19
-2% -$5.95K 0.02% 235
2026
Q1
$357K Buy
1,257
+335
+36% +$105K 0.02% 259
2025
Q4
$284K Buy
922
+133
+17% +$40K 0.02% 279
2025
Q3
$237K Sell
789
-35
-4% -$9.57K 0.01% 305
2025
Q2
$212K Sell
824
-824
-50% -$181K 0.01% 294
2025
Q1
$330K Buy
1,648
+255
+18% +$50.2K 0.02% 246
2024
Q4
$232K Sell
1,393
-84
-6% -$15K 0.02% 275
2024
Q3
$279K Hold
1,477
0.02% 255
2024
Q2
$235K Sell
1,477
-1,362
-48% -$217K 0.02% 224
2024
Q1
$398K Buy
2,839
+720
+34% +$84.8K 0.03% 169
2023
Q4
$216K Buy
2,119
+1,045
+97% +$96.8K 0.02% 226
2023
Q3
$94.7K Buy
1,074
+18
+2% +$1.62K 0.01% 285
2023
Q2
$92.6K Sell
1,056
-43
-4% -$3.48K 0.01% 284
2023
Q1
$83.8K Sell
1,099
-283
-20% -$18.9K 0.01% 299
2022
Q4
$72.1K Sell
1,382
-130
-9% -$6.39K 0.01% 323
2022
Q3
$58K Buy
1,512
+494
+49% +$21.7K 0.01% 357
2022
Q2
$40K Sell
1,018
-35
-3% -$1.7K ﹤0.01% 434
2022
Q1
$60K Buy
1,053
+210
+25% +$12.5K 0.01% 388
2021
Q4
$50K Buy
843
+61
+8% +$3.83K ﹤0.01% 422
2021
Q3
$50K Buy
782
+299
+62% +$19.2K 0.01% 412
2021
Q2
$32K Sell
483
-35
-7% -$2.33K ﹤0.01% 318
2021
Q1
$34K Buy
518
+35
+7% +$2.12K 0.01% 288
2020
Q4
$26K Hold
483
0.01% 302
2020
Q3
$15K Sell
483
-90
-16% -$2.93K ﹤0.01% 350
2020
Q2
$19K Hold
573
﹤0.01% 305
2020
Q1
$23K Hold
573
0.01% 264
2019
Q4
$32K Hold
573
0.01% 268
2019
Q3
$26K Hold
573
0.01% 279
2019
Q2
$30K Sell
573
-141
-20% -$6.94K 0.01% 273
2019
Q1
$36K Sell
714
-1,130
-61% -$53.2K 0.01% 248
2018
Q4
$67K Sell
1,844
-537
-23% -$24.2K 0.02% 202
2018
Q3
$129K Sell
2,381
-84
-3% -$5.18K 0.03% 174
2018
Q2
$161K Sell
2,465
-68
-3% -$4.54K 0.04% 152
2018
Q1
$164K Buy
2,533
+154
+6% +$11.4K 0.04% 153
2017
Q4
$199K Sell
2,379
-427
-15% -$40.8K 0.05% 139
2017
Q3
$325K Sell
2,806
-309
-10% -$37.4K 0.08% 104
2017
Q2
$403K Sell
3,115
-7,490
-71% -$1.03M 0.11% 88
2017
Q1
$1.61M Hold
10,605
0.43% 56
2016
Q4
$1.61M Sell
10,605
-1,807
-15% -$262K 0.43% 56
2016
Q3
$1.76M Sell
12,412
-2,377
-16% -$355K 0.5% 53
2016
Q2
$2.23M Buy
14,789
+3,755
+34% +$548K 0.62% 35
2016
Q1
$1.68M Sell
11,034
-233
-2% -$32.9K 0.5% 50
2015
Q4
$1.68M Sell
11,267
-196
-2% -$27.8K 0.48% 51
2015
Q3
$1.39M Buy
+11,463
New +$1.4M 0.61% 47
2014
Q2
Sell
-6,072
Closed -$753K 479
2014
Q1
$753K Buy
6,072
+34
+0.6% +$4.2K 0.42% 44
2013
Q4
$811K Sell
6,038
-1,889
-24% -$238K 0.35% 44
2013
Q3
$908K Buy
7,927
+552
+7% +$63.3K 0.42% 43
2013
Q2
$820K Buy
+7,375
New +$817K 0.41% 46

Other funds holding GE

JFS Wealth Advisors's GE Position: Q2 2026 in Review

JFS Wealth Advisors reduced its GE Aerospace (GE) stake by 1.5% in Q2 2026, selling an estimated $5.95K and leaving 1,238 shares worth $463K. The position accounts for 0.02% of the portfolio, ranked #235.

JFS Wealth Advisors first reported a position in GE in Q2 2013 and has held it in 48 quarters since. The position peaked at $2.23M in Q2 2016. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • JFS Wealth Advisors held 1,238 shares of GE Aerospace worth $463K as of Q2 2026.
  • JFS Wealth Advisors sold 19 GE Aerospace shares in Q2 2026, an estimated $5.95K.
  • GE Aerospace made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #235 holding.
  • JFS Wealth Advisors first reported a position in GE Aerospace in Q2 2013 and has held it in 48 quarters since.
  • JFS Wealth Advisors's GE Aerospace position peaked at $2.23M in Q2 2016.
  • 3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.