RIA
GE icon

Regal Investment Advisors’s GE Aerospace GE Stock Holding History

Regal Investment Advisors’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
2019
Q2 		– Sell
-261
Closed -$13K – 337
2019
Q1 		$13K Buy
+261
New +$12.3K ﹤0.01% 353

Other funds holding GE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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.