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Pacific Capital Wealth Advisors’s GE Aerospace GE Stock Holding History

Pacific Capital Wealth Advisors’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
2025
Q1 		– Sell
-274
Closed -$45.6K – 195
2024
Q4 		$45.6K Hold
274
– – 0.01% 156
2024
Q3 		$51.6K Buy
274
+1
+0.4% +$169 0.01% 153
2024
Q2 		$43.5K Buy
273
+131
+92% +$20.9K 0.01% 164
2024
Q1 		$19.9K Buy
142
+17
+14% +$2K ﹤0.01% 191
2023
Q4 		$12.8K Buy
+125
New +$11.6K ﹤0.01% 213

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Pacific Capital Wealth Advisors's GE Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of GE Aerospace (GE) in Q1 2025, closing a stake of 274 shares — an estimated $45.6K sold.

Pacific Capital Wealth Advisors first reported a position in GE in Q4 2023 and held it in 5 quarters. The position peaked at $51.6K in Q3 2024. 2,613 funds tracked by Wall St. Rank hold GE as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining GE Aerospace position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 274 GE Aerospace shares in Q1 2025, an estimated $45.6K.
  • Pacific Capital Wealth Advisors first reported a position in GE Aerospace in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's GE Aerospace position peaked at $51.6K in Q3 2024.
  • 2,613 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.