Optivise Advisory Services’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$337K Sell
1,078
-74
-6% -$25.6K 0.17% 148
2026
Q2
$430K Buy
1,152
+199
+21% +$62.3K 0.22% 123
2026
Q1
$270K Buy
+953
New +$300K 0.16% 142

Other funds holding GE

Optivise Advisory Services's GE Position: Q3 2026 in Review

Optivise Advisory Services reduced its GE Aerospace (GE) stake by 6.4% in Q3 2026, selling an estimated $25.6K and leaving 1,078 shares worth $337K. The position accounts for 0.17% of the portfolio, ranked #148.

Optivise Advisory Services first reported a position in GE in Q1 2026 and has held it in 3 quarters since. The position peaked at $430K in Q2 2026. 1,191 funds tracked by Wall St. Rank hold GE as of Q3 2026.

  • Optivise Advisory Services held 1,078 shares of GE Aerospace worth $337K as of Q3 2026.
  • Optivise Advisory Services sold 74 GE Aerospace shares in Q3 2026, an estimated $25.6K.
  • GE Aerospace made up 0.17% of Optivise Advisory Services's portfolio in Q3 2026, its #148 holding.
  • Optivise Advisory Services first reported a position in GE Aerospace in Q1 2026 and has held it in 3 quarters since.
  • Optivise Advisory Services's GE Aerospace position peaked at $430K in Q2 2026.
  • 1,191 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.