Sendero Wealth Management’s GE Aerospace GE Stock Holding History

Sendero 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	$3.55M	Sell	12,493 -2,005	-14%	-$630K	0.39%	48
2025 Q4	$4.47M	Sell	14,498 -286	-2%	-$86.1K	0.5%	42
2025 Q3	$4.45M	Sell	14,784 -253	-2%	-$69.2K	0.52%	41
2025 Q2	$3.87M	Buy	15,037 +29	+0.2%	+$6.36K	0.48%	43
2025 Q1	$3M	Buy	15,008 +12,613	+527%	+$2.48M	0.42%	51
2024 Q4	$399K	Hold	2,395	–	–	0.06%	141
2024 Q3	$452K	Sell	2,395 -29	-1%	-$4.91K	0.07%	129
2024 Q2	$385K	Sell	2,424 -7,359	-75%	-$1.17M	0.06%	131
2024 Q1	$1.37M	Sell	9,783 -9,300	-49%	-$1.1M	0.24%	65
2023 Q4	$1.94M	Sell	19,083 -1,323	-6%	-$123K	0.37%	55
2023 Q3	$1.8M	Sell	20,406 -3,251	-14%	-$292K	0.39%	55
2023 Q2	$2.07M	Buy	23,657 +4,398	+23%	+$356K	0.45%	46
2023 Q1	$1.47M	Buy	19,259 +1,319	+7%	+$88.2K	0.45%	52
2022 Q4	$937K	Buy	17,940 +2,590	+17%	+$127K	0.33%	59
2022 Q3	$592K	Buy	15,350 +5,416	+55%	+$238K	0.25%	59
2022 Q2	$394K	Buy	9,934 +4,205	+73%	+$204K	0.38%	64
2022 Q1	$327K	Sell	5,729 -2,096	-27%	-$125K	0.15%	70
2021 Q4	$461K	Buy	+7,825	New	+$492K	0.2%	60

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

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

Sendero Wealth Management reduced its GE Aerospace (GE) stake by 14% in Q1 2026, selling an estimated $630K and leaving 12,493 shares worth $3.55M. The position accounts for 0.39% of the portfolio, ranked #48.

Sendero Wealth Management first reported a position in GE in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.47M in Q4 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Sendero Wealth Management held 12,493 shares of GE Aerospace worth $3.55M as of Q1 2026.
Sendero Wealth Management sold 2,005 GE Aerospace shares in Q1 2026, an estimated $630K.
GE Aerospace made up 0.39% of Sendero Wealth Management's portfolio in Q1 2026, its #48 holding.
Sendero Wealth Management first reported a position in GE Aerospace in Q4 2021 and has held it in 18 quarters since.
Sendero Wealth Management's GE Aerospace position peaked at $4.47M in Q4 2025.
3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.