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Innovative Advisory Group, LLC’s GE Aerospace GE Stock Holding History

Innovative Advisory Group, LLC’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
-5
Closed -$1.54K – 102
2025
Q4 		$1.54K Hold
5
– – ﹤0.01% 205
2025
Q3 		$1.5K Hold
5
– – ﹤0.01% 207
2025
Q2 		$1.29K Hold
5
– – ﹤0.01% 204
2025
Q1 		$1K Hold
5
– – ﹤0.01% 192
2024
Q4 		$834 Buy
+5
New +$892 ﹤0.01% 189

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 $3.38T AUM 44.17% 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

Innovative Advisory Group, LLC's GE Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of GE Aerospace (GE) in Q1 2026, closing a stake of 5 shares — an estimated $1.54K sold.

Innovative Advisory Group, LLC first reported a position in GE in Q4 2024 and held it in 5 quarters. The position peaked at $1.54K in Q4 2025. 3,236 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining GE Aerospace position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 5 GE Aerospace shares in Q1 2026, an estimated $1.54K.
  • Innovative Advisory Group, LLC first reported a position in GE Aerospace in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's GE Aerospace position peaked at $1.54K in Q4 2025.
  • 3,236 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.