Paragon Private Wealth Management’s GE Aerospace GE Stock Holding History

Paragon Private 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	$1.24M	Buy	4,380 +638	+17%	+$201K	0.39%	74
2025 Q4	$1.15M	Buy	3,742 +665	+22%	+$200K	0.35%	76
2025 Q3	$926K	Buy	3,077 +1,944	+172%	+$531K	0.3%	99
2025 Q2	$292K	Buy	+1,133	New	+$249K	0.12%	164

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

Paragon Private Wealth Management's GE Position: Q1 2026 in Review

Paragon Private Wealth Management increased its GE Aerospace (GE) stake by 17% in Q1 2026, buying an estimated $201K and bringing the position to 4,380 shares worth $1.24M. The position accounts for 0.39% of the portfolio, ranked #74.

Paragon Private Wealth Management first reported a position in GE in Q2 2025 and has held it in 4 quarters since. 3,209 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Paragon Private Wealth Management held 4,380 shares of GE Aerospace worth $1.24M as of Q1 2026.
Paragon Private Wealth Management bought 638 GE Aerospace shares in Q1 2026, an estimated $201K.
GE Aerospace made up 0.39% of Paragon Private Wealth Management's portfolio in Q1 2026, its #74 holding.
Paragon Private Wealth Management first reported a position in GE Aerospace in Q2 2025 and has held it in 4 quarters since.
3,209 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.