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Mount Yale Investment Advisors’s GE Aerospace GE Stock Holding History

Mount Yale 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 		$6.25M Buy
21,988
+5,503
+33% +$1.73M 0.14% 158
2025
Q4 		$5.08M Buy
16,485
+8,174
+98% +$2.46M 0.24% 85
2025
Q3 		$2.5M Buy
8,311
+5,668
+214% +$1.55M 0.17% 134
2025
Q2 		$680K Buy
2,643
+396
+18% +$86.9K 0.05% 278
2025
Q1 		$450K Sell
2,247
-3,454
-61% -$680K 0.04% 349
2024
Q4 		$951K Buy
5,701
+4,330
+316% +$773K 0.08% 211
2024
Q3 		$259K Sell
1,371
-1,682
-55% -$285K 0.02% 479
2024
Q2 		$485K Buy
3,053
+920
+43% +$147K 0.04% 349
2024
Q1 		$299K Buy
+2,133
New +$251K 0.02% 450
2021
Q1 		– Sell
-2,545
Closed -$137K – 424
2020
Q4 		$137K Buy
+2,545
New +$114K 0.02% 389
2018
Q4 		– Sell
-1,836
Closed -$81K – 489
2018
Q3 		$81K Sell
1,836
-786
-30% -$48.5K 0.01% 506
2018
Q2 		$171K Buy
2,622
+822
+46% +$54.8K 0.03% 319
2018
Q1 		$116K Buy
+1,800
New +$133K 0.02% 407

Other funds holding GE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Mount Yale Investment Advisors's GE Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its GE Aerospace (GE) stake by 33% in Q1 2026, buying an estimated $1.73M and bringing the position to 21,988 shares worth $6.25M. The position accounts for 0.14% of the portfolio, ranked #158.

Mount Yale Investment Advisors first reported a position in GE in Q1 2018 and has held it in 13 quarters since. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Mount Yale Investment Advisors held 21,988 shares of GE Aerospace worth $6.25M as of Q1 2026.
  • Mount Yale Investment Advisors bought 5,503 GE Aerospace shares in Q1 2026, an estimated $1.73M.
  • GE Aerospace made up 0.14% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #158 holding.
  • Mount Yale Investment Advisors first reported a position in GE Aerospace in Q1 2018 and has held it in 13 quarters since.
  • 3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.