Mowery & Schoenfeld Wealth Management’s GE Aerospace GE Stock Holding History

Mowery & Schoenfeld 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
2026 Q1	$114K	Sell	401 -104	-21%	-$32.7K	0.17%	84
2025 Q4	$156K	Buy	505 +128	+34%	+$38.5K	0.23%	70
2025 Q3	$113K	Sell	377 -24	-6%	-$6.56K	0.19%	74
2025 Q2	$103K	Sell	401 -200	-33%	-$43.9K	0.16%	77
2025 Q1	$120K	Buy	601 +414	+221%	+$81.5K	0.24%	69
2024 Q4	$31.2K	Buy	187 +72	+63%	+$12.8K	0.06%	148
2024 Q3	$21.7K	Hold	115	–	–	0.03%	148
2024 Q2	$18.3K	Buy	+115	New	+$18.4K	0.03%	144

Other funds holding GE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Mowery & Schoenfeld Wealth Management's GE Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its GE Aerospace (GE) stake by 21% in Q1 2026, selling an estimated $32.7K and leaving 401 shares worth $114K. The position accounts for 0.17% of the portfolio, ranked #84.

Mowery & Schoenfeld Wealth Management first reported a position in GE in Q2 2024 and has held it in 8 quarters since. The position peaked at $156K in Q4 2025. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 401 shares of GE Aerospace worth $114K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 104 GE Aerospace shares in Q1 2026, an estimated $32.7K.
GE Aerospace made up 0.17% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #84 holding.
Mowery & Schoenfeld Wealth Management first reported a position in GE Aerospace in Q2 2024 and has held it in 8 quarters since.
Mowery & Schoenfeld Wealth Management's GE Aerospace position peaked at $156K in Q4 2025.
3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.