PBMares Wealth Management’s GE Aerospace GE Stock Holding History

PBMares 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
2025 Q3	$431K	Buy	1,433 +38	+3%	+$10.4K	0.07%	120
2025 Q2	$359K	Sell	1,395 -48	-3%	-$10.5K	0.07%	134
2025 Q1	$289K	Buy	1,443 +200	+16%	+$39.4K	0.06%	149
2024 Q4	$207K	Hold	1,243	–	–	0.04%	184
2024 Q3	$234K	Buy	+1,243	New	+$211K	0.05%	169
2024 Q2	–	Sell	-1,579	Closed	-$221K	–	185
2024 Q1	$221K	Buy	+1,579	New	+$186K	0.06%	165
2021 Q3	–	Sell	-2,955	Closed	-$198K	–	151
2021 Q2	$198K	Hold	2,955	–	–	0.11%	145
2021 Q1	$193K	Sell	2,955 -821	-22%	-$49.7K	0.16%	140
2020 Q4	$203K	Sell	3,776 -361	-9%	-$16.2K	0.23%	120
2020 Q3	$128K	Buy	4,137 +6	+0.1%	+$195	0.19%	105
2020 Q2	$141K	Sell	4,131 -40	-1%	-$1.35K	0.21%	103
2020 Q1	$165K	Buy	4,171 +40	+1%	+$2.13K	0.26%	104
2019 Q4	$230K	Buy	+4,131	New	+$213K	0.27%	107

Other funds holding GE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

PBMares Wealth Management's GE Position: Q3 2025 in Review

PBMares Wealth Management increased its GE Aerospace (GE) stake by 2.7% in Q3 2025, buying an estimated $10.4K and bringing the position to 1,433 shares worth $431K. The position accounts for 0.07% of the portfolio, ranked #120.

PBMares Wealth Management first reported a position in GE in Q4 2019 and has held it in 13 quarters since. 2,949 funds tracked by Wall St. Rank hold GE as of Q3 2025.

PBMares Wealth Management held 1,433 shares of GE Aerospace worth $431K as of Q3 2025.
PBMares Wealth Management bought 38 GE Aerospace shares in Q3 2025, an estimated $10.4K.
GE Aerospace made up 0.07% of PBMares Wealth Management's portfolio in Q3 2025, its #120 holding.
PBMares Wealth Management first reported a position in GE Aerospace in Q4 2019 and has held it in 13 quarters since.
2,949 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.