Private Wealth Group
GE icon

Private Wealth Group’s GE Aerospace GE Stock Holding History

Private Wealth Group’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 		$411K Hold
1,316
– – 0.16% 42
2026
Q2 		$492K Buy
1,316
+500
+61% +$157K 0.19% 44
2026
Q1 		$232K Sell
816
-62
-7% -$19.5K 0.11% 64
2025
Q4 		$270K Buy
878
+37
+4% +$11.1K 0.13% 60
2025
Q3 		$253K Sell
841
-334
-28% -$91.3K 0.13% 59
2025
Q2 		$302K Buy
+1,175
New +$258K 0.16% 55

Other funds holding GE

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
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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Private Wealth Group's GE Position: Q3 2026 in Review

Private Wealth Group held its GE Aerospace (GE) position steady in Q3 2026 at 1,316 shares worth $411K. The position accounts for 0.16% of the portfolio, ranked #42.

Private Wealth Group first reported a position in GE in Q2 2025 and has held it in 6 quarters since. The position peaked at $492K in Q2 2026. 1,980 funds tracked by Wall St. Rank hold GE as of Q3 2026.

  • Private Wealth Group held 1,316 shares of GE Aerospace worth $411K as of Q3 2026.
  • Private Wealth Group left its GE Aerospace share count unchanged in Q3 2026.
  • GE Aerospace made up 0.16% of Private Wealth Group's portfolio in Q3 2026, its #42 holding.
  • Private Wealth Group first reported a position in GE Aerospace in Q2 2025 and has held it in 6 quarters since.
  • Private Wealth Group's GE Aerospace position peaked at $492K in Q2 2026.
  • 1,980 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.