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Marks Group Wealth Management’s GE Aerospace GE Stock Holding History

Marks Group 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 		$9.96M Sell
35,106
-10,963
-24% -$3.45M 0.96% 19
2025
Q4 		$14.2M Buy
46,069
+32,705
+245% +$9.85M 1.36% 12
2025
Q3 		$4.02M Buy
13,364
+1,219
+10% +$333K 0.37% 93
2025
Q2 		$3.13M Sell
12,145
-166
-1% -$36.4K 0.29% 98
2025
Q1 		$2.46M Buy
12,311
+144
+1% +$28.3K 0.24% 107
2024
Q4 		$2.03M Buy
12,167
+234
+2% +$41.8K 0.2% 121
2024
Q3 		$2.25M Buy
11,933
+8,221
+221% +$1.39M 0.21% 119
2024
Q2 		$590K Sell
3,712
-1,036
-22% -$165K 0.06% 207
2024
Q1 		$665K Buy
4,748
+97
+2% +$11.4K 0.07% 197
2023
Q4 		$474K Buy
4,651
+11
+0.2% +$1.02K 0.05% 221
2023
Q3 		$409K Buy
4,640
+822
+22% +$73.9K 0.05% 222
2023
Q2 		$335K Sell
3,818
-14
-0.4% -$1.13K 0.04% 240
2023
Q1 		$292K Sell
3,832
-747
-16% -$50K 0.04% 248
2022
Q4 		$239K Buy
+4,579
New +$225K 0.03% 256
2022
Q2 		– Sell
-4,579
Closed -$261K – 299
2022
Q1 		$261K Sell
4,579
-183
-4% -$10.9K 0.03% 277
2021
Q4 		$279K Sell
4,762
-84
-2% -$5.28K 0.03% 275
2021
Q3 		$312K Buy
+4,846
New +$312K 0.04% 242

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

Marks Group Wealth Management's GE Position: Q1 2026 in Review

Marks Group Wealth Management reduced its GE Aerospace (GE) stake by 24% in Q1 2026, selling an estimated $3.45M and leaving 35,106 shares worth $9.96M. The position accounts for 0.96% of the portfolio, ranked #19.

Marks Group Wealth Management first reported a position in GE in Q3 2021 and has held it in 17 quarters since. The position peaked at $14.2M in Q4 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Marks Group Wealth Management held 35,106 shares of GE Aerospace worth $9.96M as of Q1 2026.
  • Marks Group Wealth Management sold 10,963 GE Aerospace shares in Q1 2026, an estimated $3.45M.
  • GE Aerospace made up 0.96% of Marks Group Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Marks Group Wealth Management first reported a position in GE Aerospace in Q3 2021 and has held it in 17 quarters since.
  • Marks Group Wealth Management's GE Aerospace position peaked at $14.2M in Q4 2025.
  • 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.