Kelleher Financial 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
Q1 | $634K | Sell |
2,413
-33
| -1% | -$10.4K | 0.16% | 100 |
|
|
2025
Q4 | $753K | Hold |
2,446
| – | – | 0.17% | 88 |
|
|
2025
Q3 | $736K | Buy |
2,446
+154
| +7% | +$42.1K | 0.18% | 80 |
|
|
2025
Q2 | $590K | Hold |
2,292
| – | – | 0.2% | 69 |
|
|
2025
Q1 | $459K | Buy |
+2,292
| New | +$451K | 0.18% | 77 |
|
|
2024
Q4 | – | Sell |
-1,082
| Closed | -$204K | – | 118 |
|
|
2024
Q3 | $204K | Buy |
+1,082
| New | +$183K | 0.08% | 112 |
|
|
2024
Q2 | – | Sell |
-3,329
| Closed | -$466K | – | 122 |
|
|
2024
Q1 | $466K | Buy |
+3,329
| New | +$392K | 0.19% | 71 |
|
|
2019
Q4 | – | Sell |
-3,442
| Closed | -$153K | – | 102 |
|
|
2019
Q3 | $153K | Sell |
3,442
-4,284
| -55% | -$201K | 0.19% | 86 |
|
|
2019
Q2 | $404K | Buy |
+7,726
| New | +$380K | 0.5% | 52 |
|
|
2018
Q4 | $285K | Buy |
7,899
+1,861
| +31% | +$84K | 0.46% | 58 |
|
|
2018
Q3 | $326K | Buy |
+6,038
| New | +$372K | 0.42% | 63 |
|
|
2018
Q2 | – | Sell |
-3,095
| Closed | -$199K | – | 90 |
|
|
2018
Q1 | $199K | Buy |
+3,095
| New | +$229K | 0.27% | 84 |
|
|
2017
Q3 | – | Sell |
-2,675
| Closed | -$346K | – | 75 |
|
|
2017
Q2 | $346K | Sell |
2,675
-296
| -10% | -$40.6K | 0.67% | 51 |
|
|
2017
Q1 | $424K | Sell |
2,971
-7,948
| -73% | -$1.15M | 0.9% | 41 |
|
|
2016
Q4 | $1.65M | Buy |
10,919
+5,288
| +94% | +$768K | 0.92% | 36 |
|
|
2016
Q3 | $799K | Buy |
5,631
+807
| +17% | +$120K | 0.45% | 57 |
|
|
2016
Q2 | $727K | Sell |
4,824
-1,340
| -22% | -$195K | 0.44% | 56 |
|
|
2016
Q1 | $938K | Buy |
6,164
+1,027
| +20% | +$145K | 0.52% | 50 |
|
|
2015
Q4 | $766K | Hold |
5,137
| – | – | 0.52% | 51 |
|
|
2015
Q3 | $620K | Buy |
5,137
+248
| +5% | +$30.4K | 0.41% | 60 |
|
|
2015
Q2 | $622K | Hold |
4,889
| – | – | 0.36% | 62 |
|
|
2015
Q1 | $581K | Sell |
4,889
-148
| -3% | -$17.6K | 0.32% | 61 |
|
|
2014
Q4 | $609K | Sell |
5,037
-296
| -6% | -$36.4K | 0.33% | 58 |
|
|
2014
Q3 | $660K | Sell |
5,333
-77
| -1% | -$9.6K | 0.36% | 56 |
|
|
2014
Q2 | $681K | Buy |
5,410
+1,713
| +46% | +$218K | 0.36% | 55 |
|
|
2014
Q1 | $458K | Sell |
3,697
-746
| -17% | -$92.2K | 0.25% | 68 |
|
|
2013
Q4 | $597K | Hold |
4,443
| – | – | 0.31% | 57 |
|
|
2013
Q3 | $509K | Hold |
4,443
| – | – | 0.29% | 60 |
|
|
2013
Q2 | $494K | Buy |
+4,443
| New | +$492K | 0.3% | 60 |
|
Other funds holding GE
VCM
VPM
Kelleher Financial Advisors's GE Position: Q1 2026 in Review
Kelleher Financial Advisors reduced its GE Aerospace (GE) stake by 1.3% in Q1 2026, selling an estimated $10.4K and leaving 2,413 shares worth $634K. The position accounts for 0.16% of the portfolio, ranked #100.
Kelleher Financial Advisors first reported a position in GE in Q2 2013 and has held it in 29 quarters since. The position peaked at $1.65M in Q4 2016. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.
- Kelleher Financial Advisors held 2,413 shares of GE Aerospace worth $634K as of Q1 2026.
- Kelleher Financial Advisors sold 33 GE Aerospace shares in Q1 2026, an estimated $10.4K.
- GE Aerospace made up 0.16% of Kelleher Financial Advisors's portfolio in Q1 2026, its #100 holding.
- Kelleher Financial Advisors first reported a position in GE Aerospace in Q2 2013 and has held it in 29 quarters since.
- Kelleher Financial Advisors's GE Aerospace position peaked at $1.65M in Q4 2016.
- 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.
Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.