Private Wealth Partners’s GE Aerospace GE Stock Holding History

Private 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
2025 Q4	–	Sell	-713	Closed	-$214K	–	179
2025 Q3	$214K	Buy	+713	New	+$195K	0.02%	165
2018 Q1	–	Sell	-4,867	Closed	-$407K	–	124
2017 Q4	$407K	Sell	4,867 -34,200	-88%	-$3.27M	0.08%	100
2017 Q3	$4.53M	Sell	39,067 -10,167	-21%	-$1.23M	0.91%	35
2017 Q2	$6.37M	Sell	49,234 -44,595	-48%	-$6.11M	1.38%	23
2017 Q1	$13.4M	Sell	93,829 -772	-0.8%	-$112K	2.97%	12
2016 Q4	$14.3M	Buy	94,601 +4,292	+5%	+$623K	3.4%	9
2016 Q3	$12.8M	Buy	90,309 +365	+0.4%	+$54.5K	3.08%	10
2016 Q2	$13.6M	Sell	89,944 -1,419	-2%	-$207K	3.26%	6
2016 Q1	$13.9M	Sell	91,363 -15,691	-15%	-$2.22M	3.35%	7
2015 Q4	$16M	Sell	107,054 -9,145	-8%	-$1.3M	3.74%	4
2015 Q3	$14M	Buy	116,199 +230	+0.2%	+$28.2K	3.53%	5
2015 Q2	$14.8M	Buy	115,969 +23,892	+26%	+$3.1M	3.34%	6
2015 Q1	$10.9M	Sell	92,077 -1,945	-2%	-$232K	2.52%	10
2014 Q4	$11.4M	Buy	94,022 +9,212	+11%	+$1.13M	2.68%	9
2014 Q3	$10.4M	Sell	84,810 -6,710	-7%	-$836K	2.29%	9
2014 Q2	$11.5M	Sell	91,520 -1,849	-2%	-$235K	2.53%	9
2014 Q1	$11.6M	Buy	93,369 +21,575	+30%	+$2.67M	2.73%	8
2013 Q4	$9.64M	Sell	71,794 -7,263	-9%	-$915K	2.15%	16
2013 Q3	$9.05M	Sell	79,057 -2,694	-3%	-$309K	2.14%	13
2013 Q2	$9.09M	Buy	+81,751	New	+$9.05M	2.27%	10

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Private Wealth Partners's GE Position: Q4 2025 in Review

Private Wealth Partners sold out of GE Aerospace (GE) in Q4 2025, closing a stake of 713 shares — an estimated $214K sold.

Private Wealth Partners first reported a position in GE in Q2 2013 and held it in 20 quarters. The position peaked at $16M in Q4 2015. 3,215 funds tracked by Wall St. Rank hold GE as of Q4 2025.

Private Wealth Partners reported no remaining GE Aerospace position as of Q4 2025 after selling out during the quarter.
Private Wealth Partners sold 713 GE Aerospace shares in Q4 2025, an estimated $214K.
Private Wealth Partners first reported a position in GE Aerospace in Q2 2013 and held it in 20 quarters.
Private Wealth Partners's GE Aerospace position peaked at $16M in Q4 2015.
3,215 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2025.

Based on Private Wealth Partners's 13F filing for Q4 2025, filed 27 Jan 2026.