Medallion Wealth Advisors’s GE Aerospace GE Stock Holding History

Medallion Wealth 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	$519K	Sell	1,829 -69	-4%	-$21.7K	0.17%	122
2025 Q4	$585K	Buy	1,898 +212	+13%	+$63.8K	0.2%	112
2025 Q3	$508K	Sell	1,686 -139	-8%	-$38K	0.18%	122
2025 Q2	$458K	Sell	1,825 -5	-0.3%	-$1.1K	0.18%	128
2025 Q1	$372K	Buy	1,830 +188	+11%	+$37K	0.17%	132
2024 Q4	$285K	Buy	+1,642	New	+$293K	0.14%	152

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

Medallion Wealth Advisors's GE Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its GE Aerospace (GE) stake by 3.6% in Q1 2026, selling an estimated $21.7K and leaving 1,829 shares worth $519K. The position accounts for 0.17% of the portfolio, ranked #122.

Medallion Wealth Advisors first reported a position in GE in Q4 2024 and has held it in 6 quarters since. The position peaked at $585K in Q4 2025. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Medallion Wealth Advisors held 1,829 shares of GE Aerospace worth $519K as of Q1 2026.
Medallion Wealth Advisors sold 69 GE Aerospace shares in Q1 2026, an estimated $21.7K.
GE Aerospace made up 0.17% of Medallion Wealth Advisors's portfolio in Q1 2026, its #122 holding.
Medallion Wealth Advisors first reported a position in GE Aerospace in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's GE Aerospace position peaked at $585K in Q4 2025.
3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.