North Berkeley Wealth Management’s GE Aerospace GE Stock Holding History

North Berkeley 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	$570K	Buy	2,009 +75	+4%	+$23.6K	0.3%	45
2025 Q4	$596K	Buy	1,934 +4	+0.2%	+$1.2K	0.35%	42
2025 Q3	$581K	Hold	1,930	–	–	0.46%	31
2025 Q2	$497K	Sell	1,930 -1,617	-46%	-$355K	0.46%	36
2025 Q1	$710K	Hold	3,547	–	–	0.74%	24
2024 Q4	$592K	Buy	+3,547	New	+$633K	0.6%	27

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

North Berkeley Wealth Management's GE Position: Q1 2026 in Review

North Berkeley Wealth Management increased its GE Aerospace (GE) stake by 3.9% in Q1 2026, buying an estimated $23.6K and bringing the position to 2,009 shares worth $570K. The position accounts for 0.3% of the portfolio, ranked #45.

North Berkeley Wealth Management first reported a position in GE in Q4 2024 and has held it in 6 quarters since. The position peaked at $710K in Q1 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

North Berkeley Wealth Management held 2,009 shares of GE Aerospace worth $570K as of Q1 2026.
North Berkeley Wealth Management bought 75 GE Aerospace shares in Q1 2026, an estimated $23.6K.
GE Aerospace made up 0.3% of North Berkeley Wealth Management's portfolio in Q1 2026, its #45 holding.
North Berkeley Wealth Management first reported a position in GE Aerospace in Q4 2024 and has held it in 6 quarters since.
North Berkeley Wealth Management's GE Aerospace position peaked at $710K in Q1 2025.
3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on North Berkeley Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.