Lake Street Private Wealth’s GE Aerospace GE Stock Holding History

Lake Street Private Wealth’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	–	Sell	-684	Closed	-$211K	–	281
2025 Q4	$211K	Sell	684 -14	-2%	-$4.22K	0.03%	266
2025 Q3	$210K	Buy	+698	New	+$191K	0.03%	263
2022 Q2	–	Sell	-6,765	Closed	-$386K	–	312
2022 Q1	$386K	Sell	6,765 -1,212	-15%	-$72.3K	0.07%	220
2021 Q4	$470K	Sell	7,977 -2,511	-24%	-$158K	0.08%	205
2021 Q3	$673K	Sell	10,488 -480	-4%	-$30.9K	0.16%	128
2021 Q2	$737K	Buy	10,968 +419	+4%	+$28K	0.19%	118
2021 Q1	$690K	Buy	10,549 +1,627	+18%	+$98.5K	0.19%	118
2020 Q4	$480K	Sell	8,922 -2,365	-21%	-$106K	0.14%	128
2020 Q3	$350K	Buy	11,287 +1,505	+15%	+$48.9K	0.12%	130
2020 Q2	$332K	Sell	9,782 -1,840	-16%	-$62K	0.12%	125
2020 Q1	$460K	Buy	11,622 +2,869	+33%	+$153K	0.21%	93
2019 Q4	$487K	Sell	8,753 -668	-7%	-$34.5K	0.19%	115
2019 Q3	$420K	Buy	9,421 +1,666	+21%	+$78.3K	0.19%	108
2019 Q2	$406K	Buy	7,755 +591	+8%	+$29.1K	0.24%	88
2019 Q1	$357K	Buy	+7,164	New	+$337K	0.25%	76

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

Lake Street Private Wealth's GE Position: Q1 2026 in Review

Lake Street Private Wealth sold out of GE Aerospace (GE) in Q1 2026, closing a stake of 684 shares — an estimated $211K sold.

Lake Street Private Wealth first reported a position in GE in Q1 2019 and held it in 15 quarters. The position peaked at $737K in Q2 2021. 3,213 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Lake Street Private Wealth reported no remaining GE Aerospace position as of Q1 2026 after selling out during the quarter.
Lake Street Private Wealth sold 684 GE Aerospace shares in Q1 2026, an estimated $211K.
Lake Street Private Wealth first reported a position in GE Aerospace in Q1 2019 and held it in 15 quarters.
Lake Street Private Wealth's GE Aerospace position peaked at $737K in Q2 2021.
3,213 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.