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SFG Wealth Management’s GE Aerospace GE Stock Holding History

SFG 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 		– Sell
-1,801
Closed -$555K – 110
2025
Q4 		$555K Sell
1,801
-73
-4% -$22K 0.22% 77
2025
Q3 		$564K Buy
+1,874
New +$512K 0.24% 70
2025
Q2 		– Sell
-2,274
Closed -$455K – 99
2025
Q1 		$455K Buy
2,274
+45
+2% +$8.85K 0.22% 77
2024
Q4 		$372K Sell
2,229
-13,407
-86% -$2.39M 0.2% 68
2024
Q3 		$2.95M Sell
15,636
-100
-0.6% -$16.9K 1.56% 14
2024
Q2 		$2.5M Sell
15,736
-3,981
-20% -$636K 1.43% 14
2024
Q1 		$2.76M Hold
19,717
– – 1.64% 13
2023
Q4 		$2.01M Sell
19,717
-752
-4% -$69.7K 1.34% 12
2023
Q3 		$1.81M Sell
20,469
-777
-4% -$69.8K 1.43% 12
2023
Q2 		$1.86M Buy
21,246
+125
+0.6% +$10.1K 1.56% 10
2023
Q1 		$1.61M Sell
21,121
-5,934
-22% -$397K 1.79% 9
2022
Q4 		$1.41M Sell
27,055
-466
-2% -$22.9K 1.74% 10
2022
Q3 		$1.06M Buy
27,521
+321
+1% +$14.1K 1.44% 19
2022
Q2 		$1.08M Buy
+27,200
New +$1.32M 1.26% 26
2022
Q1 		– Sell
-26,815
Closed -$1.58M – 93
2021
Q4 		$1.58M Buy
+26,815
New +$1.68M 1.4% 23

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

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

SFG Wealth Management sold out of GE Aerospace (GE) in Q1 2026, closing a stake of 1,801 shares — an estimated $555K sold.

SFG Wealth Management first reported a position in GE in Q4 2021 and held it in 15 quarters. The position peaked at $2.95M in Q3 2024. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • SFG Wealth Management reported no remaining GE Aerospace position as of Q1 2026 after selling out during the quarter.
  • SFG Wealth Management sold 1,801 GE Aerospace shares in Q1 2026, an estimated $555K.
  • SFG Wealth Management first reported a position in GE Aerospace in Q4 2021 and held it in 15 quarters.
  • SFG Wealth Management's GE Aerospace position peaked at $2.95M in Q3 2024.
  • 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.