MorganRosel Wealth Management’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
Sell
-675
Closed -$208K 109
2025
Q4
$208K Hold
675
0.05% 109
2025
Q3
$203K Buy
675
+6
+0.9% +$1.64K 0.05% 106
2025
Q2
$172K Buy
669
+22
+3% +$4.83K 0.05% 113
2025
Q1
$129K Buy
+647
New +$127K 0.04% 118

Other funds holding GE

MorganRosel Wealth Management's GE Position: Q1 2026 in Review

MorganRosel Wealth Management sold out of GE Aerospace (GE) in Q1 2026, closing a stake of 675 shares — an estimated $208K sold.

MorganRosel Wealth Management first reported a position in GE in Q1 2025 and held it in 4 quarters. The position peaked at $208K in Q4 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • MorganRosel Wealth Management reported no remaining GE Aerospace position as of Q1 2026 after selling out during the quarter.
  • MorganRosel Wealth Management sold 675 GE Aerospace shares in Q1 2026, an estimated $208K.
  • MorganRosel Wealth Management first reported a position in GE Aerospace in Q1 2025 and held it in 4 quarters.
  • MorganRosel Wealth Management's GE Aerospace position peaked at $208K in Q4 2025.
  • 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.