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MGB Wealth Management’s GE Aerospace GE Stock Holding History

MGB 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
2025
Q4 		$266K Hold
862
– – 0.08% 186
2025
Q3 		$258K Hold
862
– – 0.07% 192
2025
Q2 		$221K Buy
+862
New +$189K 0.07% 202

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

MGB Wealth Management's GE Position: Q4 2025 in Review

MGB Wealth Management held its GE Aerospace (GE) position steady in Q4 2025 at 862 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #186.

MGB Wealth Management first reported a position in GE in Q2 2025 and has held it in 3 quarters since. 3,214 funds tracked by Wall St. Rank hold GE as of Q4 2025.

  • MGB Wealth Management held 862 shares of GE Aerospace worth $266K as of Q4 2025.
  • MGB Wealth Management left its GE Aerospace share count unchanged in Q4 2025.
  • GE Aerospace made up 0.08% of MGB Wealth Management's portfolio in Q4 2025, its #186 holding.
  • MGB Wealth Management first reported a position in GE Aerospace in Q2 2025 and has held it in 3 quarters since.
  • 3,214 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.