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 Q3	$702K	Sell	2,247 -277	-11%	-$96K	0.03%	148
2026 Q2	$943K	Buy	2,524 +331	+15%	+$104K	0.04%	123
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Obermeyer Wealth Partners's GE Position: Q3 2026 in Review

Obermeyer Wealth Partners reduced its GE Aerospace (GE) stake by 11% in Q3 2026, selling an estimated $96K and leaving 2,247 shares worth $702K. The position accounts for 0.03% of the portfolio, ranked #148.

Obermeyer Wealth Partners first reported a position in GE in Q2 2013 and has held it in 19 quarters since. The position peaked at $943K in Q2 2026. 1,945 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Obermeyer Wealth Partners held 2,247 shares of GE Aerospace worth $702K as of Q3 2026.
Obermeyer Wealth Partners sold 277 GE Aerospace shares in Q3 2026, an estimated $96K.
GE Aerospace made up 0.03% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #148 holding.
Obermeyer Wealth Partners first reported a position in GE Aerospace in Q2 2013 and has held it in 19 quarters since.
Obermeyer Wealth Partners's GE Aerospace position peaked at $943K in Q2 2026.
1,945 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.