RKL Wealth Management’s GE Aerospace GE Stock Holding History

RKL 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
2026 Q1	$322K	Buy	1,133 +165	+17%	+$51.9K	0.03%	152
2025 Q4	$298K	Sell	968 -123	-11%	-$37K	0.02%	162
2025 Q3	$328K	Hold	1,091	–	–	0.03%	150
2025 Q2	$281K	Buy	1,091 +75	+7%	+$16.5K	0.02%	157
2025 Q1	$203K	Buy	+1,016	New	+$200K	0.02%	169
2018 Q2	–	Sell	-2,956	Closed	-$189K	–	130
2018 Q1	$189K	Sell	2,956 -166	-5%	-$12.3K	0.04%	130
2017 Q4	$260K	Sell	3,122 -5,074	-62%	-$484K	0.06%	127
2017 Q3	$952K	Sell	8,196 -850	-9%	-$103K	0.27%	80
2017 Q2	$1.17M	Buy	9,046 +299	+3%	+$41K	0.37%	59
2017 Q1	$1.25M	Sell	8,747 -1,716	-16%	-$248K	0.5%	47
2016 Q4	$1.58M	Sell	10,463 -490	-4%	-$71.2K	0.76%	34
2016 Q3	$1.55M	Buy	10,953 +2,894	+36%	+$432K	0.78%	33
2016 Q2	$1.21M	Buy	8,059 +2,530	+46%	+$369K	0.63%	36
2016 Q1	$842K	Buy	5,529 +3,842	+228%	+$543K	0.48%	36
2015 Q4	$252	Buy	+1,687	New	+$240K	0.12%	51

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

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

RKL Wealth Management increased its GE Aerospace (GE) stake by 17% in Q1 2026, buying an estimated $51.9K and bringing the position to 1,133 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #152.

RKL Wealth Management first reported a position in GE in Q4 2015 and has held it in 15 quarters since. The position peaked at $1.58M in Q4 2016. 3,209 funds tracked by Wall St. Rank hold GE as of Q1 2026.

RKL Wealth Management held 1,133 shares of GE Aerospace worth $322K as of Q1 2026.
RKL Wealth Management bought 165 GE Aerospace shares in Q1 2026, an estimated $51.9K.
GE Aerospace made up 0.03% of RKL Wealth Management's portfolio in Q1 2026, its #152 holding.
RKL Wealth Management first reported a position in GE Aerospace in Q4 2015 and has held it in 15 quarters since.
RKL Wealth Management's GE Aerospace position peaked at $1.58M in Q4 2016.
3,209 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.