Moneta Group Investment Advisors’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.17M Sell
14,712
-4,710
-24% -$1.48M 0.03% 185
2025
Q4
$5.98M Sell
19,422
-1,005
-5% -$303K 0.05% 146
2025
Q3
$6.14M Buy
20,427
+1,265
+7% +$346K 0.05% 140
2025
Q2
$4.93M Buy
19,162
+5,635
+42% +$1.24M 0.06% 137
2025
Q1
$2.71M Sell
13,527
-3,512
-21% -$691K 0.04% 176
2024
Q4
$2.84M Buy
17,039
+3,453
+25% +$616K 0.04% 174
2024
Q3
$2.56M Buy
13,586
+232
+2% +$39.3K 0.04% 177
2024
Q2
$2.12M Sell
13,354
-9,650
-42% -$1.54M 0.03% 182
2024
Q1
$2.57M Buy
23,004
+5,095
+28% +$600K 0.04% 169
2023
Q4
$1.82M Buy
17,909
+1,062
+6% +$98.4K 0.04% 181
2023
Q3
$1.49M Sell
16,847
-347
-2% -$31.2K 0.03% 191
2023
Q2
$1.51M Buy
17,194
+3,070
+22% +$249K 0.03% 192
2023
Q1
$1.08M Sell
14,124
-3,781
-21% -$253K 0.03% 207
2022
Q4
$898K Buy
17,905
+275
+2% +$13.5K 0.02% 214
2022
Q3
$680K Sell
17,630
-4,629
-21% -$204K 0.03% 233
2022
Q2
$883K Buy
22,259
+13,014
+141% +$631K 0.03% 220
2022
Q1
$527K Buy
9,245
+1,412
+18% +$84.2K 0.02% 285
2021
Q4
$461K Sell
7,833
-658
-8% -$41.3K 0.02% 308
2021
Q3
$545K Buy
8,491
+7,434
+703% +$478K 0.03% 267
2021
Q2
$567K Sell
1,057
-7,378
-87% -$492K 0.03% 265
2021
Q1
$552K Buy
8,435
+4,144
+97% +$251K 0.03% 247
2020
Q4
$231K Sell
4,291
-1,087
-20% -$48.7K 0.02% 286
2020
Q3
$167K Buy
5,378
+443
+9% +$14.4K 0.01% 265
2020
Q2
$168K Buy
4,935
+235
+5% +$7.92K 0.02% 244
2020
Q1
$186K Sell
4,700
-316
-6% -$16.8K 0.02% 223
2019
Q4
$279K Sell
5,016
-3,265
-39% -$169K 0.02% 213
2019
Q3
$369K Sell
8,281
-31
-0.4% -$1.46K 0.03% 193
2019
Q2
$435K Sell
8,312
-5,024
-38% -$247K 0.04% 164
2019
Q1
$664K Buy
13,336
+3,744
+39% +$176K 0.07% 124
2018
Q4
$348K Sell
9,592
-2,604
-21% -$118K 0.04% 160
2018
Q3
$660K Sell
12,196
-8,233
-40% -$507K 0.07% 129
2018
Q2
$1.33M Buy
20,429
+7,296
+56% +$487K 0.15% 87
2018
Q1
$656K Buy
13,133
+2,968
+29% +$220K 0.09% 105
2017
Q4
$850K Sell
10,165
-5,534
-35% -$528K 0.13% 81
2017
Q3
$1.82M Buy
15,699
+1,429
+10% +$173K 0.28% 47
2017
Q2
$1.85M Buy
14,270
+828
+6% +$113K 0.3% 58
2017
Q1
$1.92M Sell
13,442
-65
-0.5% -$9.41K 0.38% 36
2016
Q4
$2.04M Buy
13,507
+299
+2% +$43.4K 0.42% 34
2016
Q3
$1.88M Sell
13,208
-3,909
-23% -$583K 0.43% 34
2016
Q2
$2.58M Buy
17,117
+100
+0.6% +$14.6K 0.56% 31
2016
Q1
$2.59M Buy
17,017
+2,993
+21% +$423K 0.58% 28
2015
Q4
$2.09M Buy
14,024
+335
+2% +$47.6K 0.51% 28
2015
Q3
$1.66M Sell
13,689
-513
-4% -$62.9K 0.46% 33
2015
Q2
$1.81M Buy
14,202
+3,072
+28% +$398K 0.55% 25
2015
Q1
$1.32M Sell
11,130
-265
-2% -$31.5K 0.57% 26
2014
Q4
$1.38M Sell
11,395
-331
-3% -$40.7K 0.66% 21
2014
Q3
$1.44M Sell
11,726
-83
-0.7% -$10.3K 0.75% 18
2014
Q2
$1.49M Buy
11,809
+47
+0.4% +$5.98K 0.8% 19
2014
Q1
$1.46M Hold
11,762
0.86% 18
2013
Q4
$1.58M Buy
11,762
+69
+0.6% +$8.69K 0.95% 17
2013
Q3
$1.34M Sell
11,693
-313
-3% -$35.9K 0.88% 19
2013
Q2
$1.33M Buy
+12,006
New +$1.33M 0.94% 20

Other funds holding GE

Moneta Group Investment Advisors's GE Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its GE Aerospace (GE) stake by 24% in Q1 2026, selling an estimated $1.48M and leaving 14,712 shares worth $4.17M. The position accounts for 0.03% of the portfolio, ranked #185.

Moneta Group Investment Advisors first reported a position in GE in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.14M in Q3 2025. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Moneta Group Investment Advisors held 14,712 shares of GE Aerospace worth $4.17M as of Q1 2026.
  • Moneta Group Investment Advisors sold 4,710 GE Aerospace shares in Q1 2026, an estimated $1.48M.
  • GE Aerospace made up 0.03% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #185 holding.
  • Moneta Group Investment Advisors first reported a position in GE Aerospace in Q2 2013 and has held it in 52 quarters since.
  • Moneta Group Investment Advisors's GE Aerospace position peaked at $6.14M in Q3 2025.
  • 3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.