Obermeyer Wealth Partners’s GE Aerospace GE Stock Holding History

Obermeyer Wealth Partners’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	$622K	Buy	2,193 +370	+20%	+$116K	0.03%	154
2025 Q4	$562K	Buy	1,823 +24	+1%	+$7.23K	0.03%	161
2025 Q3	$541K	Sell	1,799 -703	-28%	-$192K	0.03%	159
2025 Q2	$644K	Buy	2,502 +4	+0.2%	+$878	0.03%	136
2025 Q1	$500K	Buy	2,498 +755	+43%	+$149K	0.03%	151
2024 Q4	$291K	Buy	+1,743	New	+$311K	0.02%	210
2018 Q4	–	Sell	-2,698	Closed	-$146K	–	115
2018 Q3	$146K	Sell	2,698 -1,193	-31%	-$73.5K	0.01%	118
2018 Q2	$254K	Buy	3,891 +213	+6%	+$14.2K	0.02%	99
2018 Q1	$238K	Sell	3,678 -2,551	-41%	-$189K	0.02%	103
2017 Q4	$521K	Buy	6,229 +2,060	+49%	+$197K	0.05%	80
2017 Q3	$483K	Buy	4,169 +679	+19%	+$82.1K	0.04%	79
2017 Q2	$452K	Buy	3,490 +517	+17%	+$70.9K	0.04%	83
2017 Q1	$425K	Buy	2,973 +836	+39%	+$121K	0.04%	91
2016 Q4	$324K	Hold	2,137	–	–	0.03%	100
2016 Q3	$303K	Sell	2,137 -35	-2%	-$5.22K	0.03%	102
2016 Q2	$328K	Buy	+2,172	New	+$317K	0.03%	95
2013 Q3	–	Sell	-1,316	Closed	-$146K	–	155
2013 Q2	$146K	Buy	+1,316	New	+$146K	0.04%	64

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

Obermeyer Wealth Partners's GE Position: Q1 2026 in Review

Obermeyer Wealth Partners increased its GE Aerospace (GE) stake by 20% in Q1 2026, buying an estimated $116K and bringing the position to 2,193 shares worth $622K. The position accounts for 0.03% of the portfolio, ranked #154.

Obermeyer Wealth Partners first reported a position in GE in Q2 2013 and has held it in 17 quarters since. The position peaked at $644K in Q2 2025. 3,209 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Obermeyer Wealth Partners held 2,193 shares of GE Aerospace worth $622K as of Q1 2026.
Obermeyer Wealth Partners bought 370 GE Aerospace shares in Q1 2026, an estimated $116K.
GE Aerospace made up 0.03% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #154 holding.
Obermeyer Wealth Partners first reported a position in GE Aerospace in Q2 2013 and has held it in 17 quarters since.
Obermeyer Wealth Partners's GE Aerospace position peaked at $644K in Q2 2025.
3,209 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.