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Milestones Private Investment Advisors’s GE Aerospace GE Stock Holding History

Milestones Private Investment 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 		– Sell
-956
Closed -$294K – 89
2025
Q4 		$294K Buy
956
+33
+4% +$9.94K 0.2% 96
2025
Q3 		$278K Hold
923
– – 0.19% 101
2025
Q2 		$238K Buy
+923
New +$203K 0.18% 102

Other funds holding GE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Milestones Private Investment Advisors's GE Position: Q1 2026 in Review

Milestones Private Investment Advisors sold out of GE Aerospace (GE) in Q1 2026, closing a stake of 956 shares — an estimated $294K sold.

Milestones Private Investment Advisors first reported a position in GE in Q2 2025 and held it in 3 quarters. The position peaked at $294K in Q4 2025. 3,225 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Milestones Private Investment Advisors reported no remaining GE Aerospace position as of Q1 2026 after selling out during the quarter.
  • Milestones Private Investment Advisors sold 956 GE Aerospace shares in Q1 2026, an estimated $294K.
  • Milestones Private Investment Advisors first reported a position in GE Aerospace in Q2 2025 and held it in 3 quarters.
  • Milestones Private Investment Advisors's GE Aerospace position peaked at $294K in Q4 2025.
  • 3,225 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.