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Lifeworks Advisors’s GE Aerospace GE Stock Holding History

Lifeworks 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
Q1 		$726K Buy
2,558
+198
+8% +$62.2K 0.09% 156
2025
Q4 		$727K Sell
2,360
-451
-16% -$136K 0.09% 169
2025
Q3 		$846K Buy
2,811
+286
+11% +$78.2K 0.11% 149
2025
Q2 		$650K Sell
2,525
-9
-0.4% -$1.98K 0.1% 166
2025
Q1 		$507K Buy
2,534
+681
+37% +$134K 0.08% 179
2024
Q4 		$309K Buy
1,853
+485
+35% +$86.5K 0.06% 232
2024
Q3 		$258K Buy
+1,368
New +$232K 0.05% 251

Other funds holding GE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Lifeworks Advisors's GE Position: Q1 2026 in Review

Lifeworks Advisors increased its GE Aerospace (GE) stake by 8.4% in Q1 2026, buying an estimated $62.2K and bringing the position to 2,558 shares worth $726K. The position accounts for 0.09% of the portfolio, ranked #156.

Lifeworks Advisors first reported a position in GE in Q3 2024 and has held it in 7 quarters since. The position peaked at $846K in Q3 2025. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Lifeworks Advisors held 2,558 shares of GE Aerospace worth $726K as of Q1 2026.
  • Lifeworks Advisors bought 198 GE Aerospace shares in Q1 2026, an estimated $62.2K.
  • GE Aerospace made up 0.09% of Lifeworks Advisors's portfolio in Q1 2026, its #156 holding.
  • Lifeworks Advisors first reported a position in GE Aerospace in Q3 2024 and has held it in 7 quarters since.
  • Lifeworks Advisors's GE Aerospace position peaked at $846K in Q3 2025.
  • 3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.