Regal Investment Advisors’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.5M Buy
5,288
+1,646
+45% +$517K 0.09% 231
2025
Q4
$1.12M Buy
3,642
+615
+20% +$185K 0.07% 256
2025
Q3
$910K Buy
3,027
+177
+6% +$48.4K 0.06% 279
2025
Q2
$734K Sell
2,850
-43
-1% -$9.44K 0.06% 281
2025
Q1
$579K Sell
2,893
-258
-8% -$50.8K 0.05% 298
2024
Q4
$526K Sell
3,151
-345
-10% -$61.6K 0.04% 316
2024
Q3
$659K Buy
3,496
+10
+0.3% +$1.69K 0.05% 302
2024
Q2
$554K Sell
3,486
-882
-20% -$141K 0.04% 335
2024
Q1
$612K Buy
4,368
+28
+0.6% +$3.3K 0.04% 319
2023
Q4
$442K Buy
4,340
+561
+15% +$52K 0.03% 349
2023
Q3
$333K Sell
3,779
-84
-2% -$7.55K 0.03% 372
2023
Q2
$339K Buy
3,863
+107
+3% +$8.66K 0.03% 373
2023
Q1
$287K Sell
3,756
-841
-18% -$56.3K 0.03% 408
2022
Q4
$240K Buy
+4,597
New +$226K 0.02% 424
2022
Q3
Sell
-5,587
Closed -$222K 507
2022
Q2
$222K Sell
5,587
-329
-6% -$15.9K 0.02% 438
2022
Q1
$337K Sell
5,916
-772
-12% -$46.1K 0.03% 376
2021
Q4
$394K Buy
6,688
+120
+2% +$7.54K 0.03% 371
2021
Q3
$422K Buy
6,568
+76
+1% +$4.89K 0.04% 355
2021
Q2
$435K Buy
+6,492
New +$433K 0.04% 352
2021
Q1
Sell
-8,141
Closed -$438K 186
2020
Q4
$438K Buy
+8,141
New +$365K 0.05% 302
2020
Q3
Sell
-8,152
Closed -$278K 94
2020
Q2
$278K Buy
+8,152
New +$275K 0.05% 256
2020
Q1
Sell
-14,630
Closed -$814K 130
2019
Q4
$814K Sell
14,630
-1,926
-12% -$99.5K 0.15% 148
2019
Q3
$738K Buy
16,556
+2,408
+17% +$113K 0.14% 155
2019
Q2
$740K Sell
14,148
-371
-3% -$18.3K 0.14% 152
2019
Q1
$723K Sell
14,519
-5,853
-29% -$276K 0.15% 148
2018
Q4
$739K Buy
20,372
+31
+0.2% +$1.4K 0.16% 145
2018
Q3
$1.1M Buy
20,341
+6,385
+46% +$394K 0.23% 124
2018
Q2
$910K Sell
13,956
-23,401
-63% -$1.56M 0.28% 113
2018
Q1
$2.41M Sell
37,357
-1,474
-4% -$109K 0.53% 51
2017
Q4
$3.25M Sell
38,831
-471
-1% -$45K 0.72% 40
2017
Q3
$4.55M Buy
39,302
+3,347
+9% +$405K 1.06% 24
2017
Q2
$4.65M Buy
35,955
+15,690
+77% +$2.15M 1.15% 19
2017
Q1
$2.89M Sell
20,265
-541
-3% -$78.3K 0.76% 41
2016
Q4
$3.15M Sell
20,806
-258
-1% -$37.5K 0.87% 33
2016
Q3
$2.99M Buy
21,064
+632
+3% +$94.3K 0.85% 37
2016
Q2
$3.08M Sell
20,432
-1,723
-8% -$251K 0.85% 34
2016
Q1
$3.38M Buy
22,155
+2,858
+15% +$404K 0.91% 32
2015
Q4
$2.88M Buy
19,297
+2,680
+16% +$381K 0.75% 54
2015
Q3
$2.01M Buy
16,617
+2,878
+21% +$353K 0.52% 72
2015
Q2
$1.75M Sell
13,739
-4,116
-23% -$534K 0.47% 75
2015
Q1
$2.12M Buy
17,855
+802
+5% +$95.5K 0.52% 70
2014
Q4
$2.06M Buy
17,053
+868
+5% +$107K 0.55% 66
2014
Q3
$1.99M Sell
16,185
-287
-2% -$35.8K 0.6% 59
2014
Q2
$2.08M Buy
16,472
+1,769
+12% +$225K 0.74% 50
2014
Q1
$1.82M Buy
14,703
+7,525
+105% +$930K 0.77% 49
2013
Q4
$964K Sell
7,178
-230
-3% -$29K 0.55% 68
2013
Q3
$848K Sell
7,408
-660
-8% -$75.7K 0.5% 76
2013
Q2
$903K Buy
+8,068
New +$893K 0.5% 68

Other funds holding GE

Regal Investment Advisors's GE Position: Q1 2026 in Review

Regal Investment Advisors increased its GE Aerospace (GE) stake by 45% in Q1 2026, buying an estimated $517K and bringing the position to 5,288 shares worth $1.5M. The position accounts for 0.09% of the portfolio, ranked #231.

Regal Investment Advisors first reported a position in GE in Q2 2013 and has held it in 48 quarters since. The position peaked at $4.65M in Q2 2017. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Regal Investment Advisors held 5,288 shares of GE Aerospace worth $1.5M as of Q1 2026.
  • Regal Investment Advisors bought 1,646 GE Aerospace shares in Q1 2026, an estimated $517K.
  • GE Aerospace made up 0.09% of Regal Investment Advisors's portfolio in Q1 2026, its #231 holding.
  • Regal Investment Advisors first reported a position in GE Aerospace in Q2 2013 and has held it in 48 quarters since.
  • Regal Investment Advisors's GE Aerospace position peaked at $4.65M in Q2 2017.
  • 3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.