Perfromance Wealth Partners’s GE Aerospace GE Stock Holding History

Perfromance 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 Q1	$4.49M	Buy	15,827 +4,697	+42%	+$1.48M	0.13%	34
2025 Q4	$3.43M	Buy	11,130 +2,985	+37%	+$899K	0.09%	37
2025 Q3	$2.45M	Buy	8,145 +4,548	+126%	+$1.24M	0.07%	45
2025 Q2	$926K	Buy	3,597 +2,296	+176%	+$504K	0.03%	74
2025 Q1	$260K	Sell	1,301 -411	-24%	-$80.9K	0.01%	143
2024 Q4	$286K	Sell	1,712 -14	-0.8%	-$2.5K	0.01%	141
2024 Q3	$325K	Buy	+1,726	New	+$292K	0.01%	136
2023 Q4	–	Sell	-2,640	Closed	-$233K	–	169
2023 Q3	$233K	Sell	2,640 -75	-3%	-$6.74K	0.01%	149
2023 Q2	$235K	Buy	+2,715	New	+$220K	0.01%	163
2022 Q2	–	Sell	-5,568	Closed	-$317K	–	172
2022 Q1	$317K	Sell	5,568 -128	-2%	-$7.64K	0.01%	133
2021 Q4	$335K	Buy	+5,696	New	+$358K	0.01%	139

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

Perfromance Wealth Partners's GE Position: Q1 2026 in Review

Perfromance Wealth Partners increased its GE Aerospace (GE) stake by 42% in Q1 2026, buying an estimated $1.48M and bringing the position to 15,827 shares worth $4.49M. The position accounts for 0.13% of the portfolio, ranked #34.

Perfromance Wealth Partners first reported a position in GE in Q4 2021 and has held it in 11 quarters since. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Perfromance Wealth Partners held 15,827 shares of GE Aerospace worth $4.49M as of Q1 2026.
Perfromance Wealth Partners bought 4,697 GE Aerospace shares in Q1 2026, an estimated $1.48M.
GE Aerospace made up 0.13% of Perfromance Wealth Partners's portfolio in Q1 2026, its #34 holding.
Perfromance Wealth Partners first reported a position in GE Aerospace in Q4 2021 and has held it in 11 quarters since.
3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.