Level Wealth Management’s GE Aerospace GE Stock Holding History

Level 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	$275K	Hold	966	–	–	0.13%	54
2025 Q4	$298K	Sell	966 -235	-20%	-$70.8K	0.15%	50
2025 Q3	$361K	Hold	1,201	–	–	0.19%	45
2025 Q2	$309K	Sell	1,201 -100	-8%	-$21.9K	0.18%	50
2025 Q1	$260K	Hold	1,301	–	–	0.17%	45
2024 Q4	$217K	Buy	+1,301	New	+$232K	0.15%	50

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

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

Level Wealth Management held its GE Aerospace (GE) position steady in Q1 2026 at 966 shares worth $275K. The position accounts for 0.13% of the portfolio, ranked #54.

Level Wealth Management first reported a position in GE in Q4 2024 and has held it in 6 quarters since. The position peaked at $361K in Q3 2025. 3,209 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Level Wealth Management held 966 shares of GE Aerospace worth $275K as of Q1 2026.
Level Wealth Management left its GE Aerospace share count unchanged in Q1 2026.
GE Aerospace made up 0.13% of Level Wealth Management's portfolio in Q1 2026, its #54 holding.
Level Wealth Management first reported a position in GE Aerospace in Q4 2024 and has held it in 6 quarters since.
Level Wealth Management's GE Aerospace position peaked at $361K in Q3 2025.
3,209 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Level Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.