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LifeGoal Wealth Advisors’s GE Aerospace GE Stock Holding History

LifeGoal Wealth Advisors’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
Q3 		$379K Buy
1,214
+13
+1% +$4.5K 0.12% 108
2026
Q2 		$449K Buy
1,201
+223
+23% +$69.8K 0.21% 74
2026
Q1 		$286K Buy
+978
New +$307K 0.16% 84

Other funds holding GE

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

LifeGoal Wealth Advisors's GE Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its GE Aerospace (GE) stake by 1.1% in Q3 2026, buying an estimated $4.5K and bringing the position to 1,214 shares worth $379K. The position accounts for 0.12% of the portfolio, ranked #108.

LifeGoal Wealth Advisors first reported a position in GE in Q1 2026 and has held it in 3 quarters since. The position peaked at $449K in Q2 2026. 173 funds tracked by Wall St. Rank hold GE as of Q3 2026.

  • LifeGoal Wealth Advisors held 1,214 shares of GE Aerospace worth $379K as of Q3 2026.
  • LifeGoal Wealth Advisors bought 13 GE Aerospace shares in Q3 2026, an estimated $4.5K.
  • GE Aerospace made up 0.12% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #108 holding.
  • LifeGoal Wealth Advisors first reported a position in GE Aerospace in Q1 2026 and has held it in 3 quarters since.
  • LifeGoal Wealth Advisors's GE Aerospace position peaked at $449K in Q2 2026.
  • 173 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.