Lyell Wealth Management’s GE Aerospace GE Stock Holding History

Lyell 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 Q3	$563K	Buy	1,803 +34	+2%	+$11.8K	0.03%	165
2026 Q2	$661K	Buy	1,769 +204	+13%	+$63.9K	0.04%	149
2026 Q1	$444K	Sell	1,565 -4	-0.3%	-$1.26K	0.03%	160
2025 Q4	$483K	Buy	1,569 +409	+35%	+$123K	0.04%	152
2025 Q3	$349K	Sell	1,160 -264	-19%	-$72.2K	0.03%	171
2025 Q2	$367K	Buy	1,424 +89	+7%	+$19.5K	0.03%	167
2025 Q1	$267K	Sell	1,335 -150	-10%	-$29.5K	0.03%	177
2024 Q4	$248K	Hold	1,485	–	–	0.02%	185
2024 Q3	$280K	Sell	1,485 -40	-3%	-$6.78K	0.03%	182
2024 Q2	$242K	Sell	1,525 -261	-15%	-$41.7K	0.02%	185
2024 Q1	$250K	Buy	+1,786	New	+$210K	0.03%	179
2018 Q4	–	Sell	-3,658	Closed	-$200K	–	112
2018 Q3	$200K	Sell	3,658 -1,920	-34%	-$118K	0.07%	114
2018 Q2	$367K	Sell	5,578 -980	-15%	-$65.4K	0.13%	89
2018 Q1	$428K	Sell	6,558 -770	-11%	-$57K	0.16%	84
2017 Q4	$617K	Sell	7,328 -4,643	-39%	-$443K	0.25%	80
2017 Q3	$1.4M	Sell	11,971 -4,288	-26%	-$518K	0.61%	61
2017 Q2	$2.12M	Sell	16,259 -2,148	-12%	-$294K	1.03%	46
2017 Q1	$2.65M	Sell	18,407 -549	-3%	-$79.5K	1.43%	28
2016 Q4	$2.89M	Buy	+18,956	New	+$2.75M	1.8%	13

Other funds holding GE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lyell Wealth Management's GE Position: Q3 2026 in Review

Lyell Wealth Management increased its GE Aerospace (GE) stake by 1.9% in Q3 2026, buying an estimated $11.8K and bringing the position to 1,803 shares worth $563K. The position accounts for 0.03% of the portfolio, ranked #165.

Lyell Wealth Management first reported a position in GE in Q4 2016 and has held it in 19 quarters since. The position peaked at $2.89M in Q4 2016. 2,124 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Lyell Wealth Management held 1,803 shares of GE Aerospace worth $563K as of Q3 2026.
Lyell Wealth Management bought 34 GE Aerospace shares in Q3 2026, an estimated $11.8K.
GE Aerospace made up 0.03% of Lyell Wealth Management's portfolio in Q3 2026, its #165 holding.
Lyell Wealth Management first reported a position in GE Aerospace in Q4 2016 and has held it in 19 quarters since.
Lyell Wealth Management's GE Aerospace position peaked at $2.89M in Q4 2016.
2,124 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.