LVW Advisors
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LVW Advisors’s GE Aerospace GE Stock Holding History

LVW 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 		$977K Sell
3,128
-183
-6% -$63.4K 0.08% 155
2026
Q2 		$1.24M Buy
3,311
+272
+9% +$85.2K 0.11% 114
2026
Q1 		$862K Buy
3,039
+84
+3% +$26.4K 0.08% 130
2025
Q4 		$910K Buy
2,955
+78
+3% +$23.5K 0.09% 110
2025
Q3 		$865K Buy
2,877
+563
+24% +$154K 0.09% 117
2025
Q2 		$596K Buy
2,314
+580
+33% +$127K 0.07% 172
2025
Q1 		$347K Buy
1,734
+452
+35% +$88.9K 0.04% 220
2024
Q4 		$214K Buy
+1,282
New +$229K 0.03% 295
2019
Q1 		– Sell
-2,516
Closed -$91K – 177
2018
Q4 		$91K Buy
2,516
+173
+7% +$7.81K 0.03% 157
2018
Q3 		$127K Buy
+2,343
New +$144K 0.04% 155
2018
Q1 		– Sell
-10,584
Closed -$885K – 142
2017
Q4 		$885K Buy
10,584
+20
+0.2% +$1.91K 0.26% 66
2017
Q3 		$1.22M Buy
10,564
+5,900
+127% +$713K 0.49% 41
2017
Q2 		$604K Sell
4,664
-16,619
-78% -$2.28M 0.21% 59
2017
Q1 		$3.04M Sell
21,283
-1,958
-8% -$283K 1.09% 20
2016
Q4 		$3.52M Buy
23,241
+62
+0.3% +$9.01K 1.23% 16
2016
Q3 		$3.29M Buy
23,179
+2,079
+10% +$310K 1.08% 18
2016
Q2 		$3.18M Sell
21,100
-7,400
-26% -$1.08M 1.2% 12
2016
Q1 		$4.34M Sell
28,500
-2,206
-7% -$312K 1.39% 11
2015
Q4 		$4.58M Sell
30,706
-846
-3% -$120K 1.79% 11
2015
Q3 		$3.81M Buy
31,552
+425
+1% +$52.1K 1.76% 9
2015
Q2 		$3.96M Buy
31,127
+400
+1% +$51.9K 1.69% 11
2015
Q1 		$3.65M Buy
30,727
+1,283
+4% +$153K 1.74% 11
2014
Q4 		$3.57M Buy
+29,444
New +$3.62M 1.97% 13

Other funds holding GE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

LVW Advisors's GE Position: Q3 2026 in Review

LVW Advisors reduced its GE Aerospace (GE) stake by 5.5% in Q3 2026, selling an estimated $63.4K and leaving 3,128 shares worth $977K. The position accounts for 0.08% of the portfolio, ranked #155.

LVW Advisors first reported a position in GE in Q4 2014 and has held it in 23 quarters since. The position peaked at $4.58M in Q4 2015. 1,660 funds tracked by Wall St. Rank hold GE as of Q3 2026.

  • LVW Advisors held 3,128 shares of GE Aerospace worth $977K as of Q3 2026.
  • LVW Advisors sold 183 GE Aerospace shares in Q3 2026, an estimated $63.4K.
  • GE Aerospace made up 0.08% of LVW Advisors's portfolio in Q3 2026, its #155 holding.
  • LVW Advisors first reported a position in GE Aerospace in Q4 2014 and has held it in 23 quarters since.
  • LVW Advisors's GE Aerospace position peaked at $4.58M in Q4 2015.
  • 1,660 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.