Ritholtz Wealth Management’s GE Aerospace GE Stock Holding History

Ritholtz Wealth Management’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
2021 Q1	–	Sell	-863	Closed	-$18K	–	483
2020 Q4	$18K	Sell	863 -642	-43%	-$28.8K	﹤0.01%	399
2020 Q3	$8K	Hold	1,505	–	–	﹤0.01%	329
2020 Q2	$11K	Buy	+1,505	New	+$50.7K	﹤0.01%	292

Other funds holding GE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ritholtz Wealth Management's GE Position: Q1 2026 in Review

Ritholtz Wealth Management increased its GE Aerospace (GE) stake by 7.4% in Q1 2026, buying an estimated $585K and bringing the position to 27,144 shares worth $7.7M. The position accounts for 0.13% of the portfolio, ranked #91.

Ritholtz Wealth Management first reported a position in GE in Q4 2016 and has held it in 35 quarters since. The position peaked at $7.79M in Q4 2025. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Ritholtz Wealth Management held 27,144 shares of GE Aerospace worth $7.7M as of Q1 2026.
Ritholtz Wealth Management bought 1,862 GE Aerospace shares in Q1 2026, an estimated $585K.
GE Aerospace made up 0.13% of Ritholtz Wealth Management's portfolio in Q1 2026, its #91 holding.
Ritholtz Wealth Management first reported a position in GE Aerospace in Q4 2016 and has held it in 35 quarters since.
Ritholtz Wealth Management's GE Aerospace position peaked at $7.79M in Q4 2025.
3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.