Peterson Wealth Services
GE icon

Peterson Wealth Services’s GE Aerospace GE Stock Holding History

Peterson Wealth Services’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
Q3 		$137K Buy
440
+214
+95% +$74.1K 0.03% 139
2026
Q2 		$84.5K Hold
226
– – 0.02% 153
2026
Q1 		$64.1K Hold
226
– – 0.02% 159
2025
Q4 		$69.6K Sell
226
-725
-76% -$218K 0.02% 148
2025
Q3 		$68K Buy
951
+725
+321% +$198K 0.02% 157
2025
Q2 		$58.2K Hold
226
– – 0.02% 153
2025
Q1 		$45.2K Hold
226
– – 0.01% 157
2024
Q4 		$37.7K Hold
226
– – 0.01% 156
2024
Q3 		$42.6K Buy
+226
New +$38.3K 0.01% 159

Other funds holding GE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Peterson Wealth Services's GE Position: Q3 2026 in Review

Peterson Wealth Services increased its GE Aerospace (GE) stake by 95% in Q3 2026, buying an estimated $74.1K and bringing the position to 440 shares worth $137K. The position accounts for 0.03% of the portfolio, ranked #139.

Peterson Wealth Services first reported a position in GE in Q3 2024 and has held it in 9 quarters since. 2,138 funds tracked by Wall St. Rank hold GE as of Q3 2026.

  • Peterson Wealth Services held 440 shares of GE Aerospace worth $137K as of Q3 2026.
  • Peterson Wealth Services bought 214 GE Aerospace shares in Q3 2026, an estimated $74.1K.
  • GE Aerospace made up 0.03% of Peterson Wealth Services's portfolio in Q3 2026, its #139 holding.
  • Peterson Wealth Services first reported a position in GE Aerospace in Q3 2024 and has held it in 9 quarters since.
  • 2,138 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.