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 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

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

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

Lyell Wealth Management reduced its GE Aerospace (GE) stake by 0.25% in Q1 2026, selling an estimated $1.26K and leaving 1,565 shares worth $444K. The position accounts for 0.03% of the portfolio, ranked #160.

Lyell Wealth Management first reported a position in GE in Q4 2016 and has held it in 17 quarters since. The position peaked at $2.89M in Q4 2016. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Lyell Wealth Management held 1,565 shares of GE Aerospace worth $444K as of Q1 2026.
Lyell Wealth Management sold 4 GE Aerospace shares in Q1 2026, an estimated $1.26K.
GE Aerospace made up 0.03% of Lyell Wealth Management's portfolio in Q1 2026, its #160 holding.
Lyell Wealth Management first reported a position in GE Aerospace in Q4 2016 and has held it in 17 quarters since.
Lyell Wealth Management's GE Aerospace position peaked at $2.89M in Q4 2016.
3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.