SFMG Wealth Advisors’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $732K | Buy |
2,578
+155
| +6% | +$48.7K | 0.05% | 143 |
|
|
2025
Q4 | $746K | Buy |
2,423
+232
| +11% | +$69.9K | 0.05% | 138 |
|
|
2025
Q3 | $659K | Buy |
2,191
+97
| +5% | +$26.5K | 0.05% | 140 |
|
|
2025
Q2 | $539K | Buy |
2,094
+6
| +0.3% | +$1.32K | 0.04% | 148 |
|
|
2025
Q1 | $418K | Buy |
2,088
+48
| +2% | +$9.44K | 0.03% | 163 |
|
|
2024
Q4 | $340K | Buy |
2,040
+3
| +0.1% | +$535 | 0.03% | 184 |
|
|
2024
Q3 | $384K | Buy |
2,037
+3
| +0.1% | +$508 | 0.03% | 172 |
|
|
2024
Q2 | $323K | Sell |
2,034
-511
| -20% | -$81.6K | 0.03% | 185 |
|
|
2024
Q1 | $356K | Buy |
2,545
+39
| +2% | +$4.6K | 0.03% | 182 |
|
|
2023
Q4 | $255K | Sell |
2,506
-372
| -13% | -$34.5K | 0.02% | 210 |
|
|
2023
Q3 | $254K | Sell |
2,878
-52
| -2% | -$4.67K | 0.03% | 198 |
|
|
2023
Q2 | $257K | Buy |
2,930
+41
| +1% | +$3.32K | 0.03% | 193 |
|
|
2023
Q1 | $220K | Buy |
+2,889
| New | +$193K | 0.02% | 218 |
|
|
2022
Q2 | – | Sell |
-4,021
| Closed | -$229K | – | 292 |
|
|
2022
Q1 | $229K | Sell |
4,021
-29
| -0.7% | -$1.73K | 0.02% | 244 |
|
|
2021
Q4 | $238K | Buy |
4,050
+61
| +2% | +$3.83K | 0.02% | 243 |
|
|
2021
Q3 | $256K | Sell |
3,989
-84
| -2% | -$5.4K | 0.03% | 213 |
|
|
2021
Q2 | $273K | Buy |
4,073
+122
| +3% | +$8.14K | 0.03% | 209 |
|
|
2021
Q1 | $259K | Sell |
3,951
-139
| -3% | -$8.42K | 0.03% | 199 |
|
|
2020
Q4 | $220K | Buy |
4,090
+679
| +20% | +$30.4K | 0.03% | 200 |
|
|
2020
Q3 | $106K | Sell |
3,411
-1,725
| -34% | -$56.1K | 0.01% | 176 |
|
|
2020
Q2 | $175K | Buy |
5,136
+823
| +19% | +$27.8K | 0.02% | 153 |
|
|
2020
Q1 | $171K | Buy |
4,313
+1,618
| +60% | +$86.3K | 0.03% | 128 |
|
|
2019
Q4 | $150K | Sell |
2,695
-7,467
| -73% | -$386K | 0.02% | 163 |
|
|
2019
Q3 | $400K | Buy |
10,162
+211
| +2% | +$9.92K | 0.05% | 103 |
|
|
2019
Q2 | $459K | Buy |
9,951
+1
| +0% | +$49 | 0.06% | 95 |
|
|
2019
Q1 | $436K | Sell |
9,950
-825
| -8% | -$38.8K | 0.06% | 89 |
|
|
2018
Q4 | $346K | Buy |
10,775
+4,132
| +62% | +$187K | 0.06% | 98 |
|
|
2018
Q3 | $296K | Sell |
6,643
-2,171
| -25% | -$134K | 0.05% | 100 |
|
|
2018
Q2 | $499K | Buy |
8,814
+1,339
| +18% | +$89.3K | 0.08% | 69 |
|
|
2018
Q1 | $483K | Buy |
7,475
+2,681
| +56% | +$199K | 0.08% | 73 |
|
|
2017
Q4 | $401K | Sell |
4,794
-734
| -13% | -$70.1K | 0.07% | 89 |
|
|
2017
Q3 | $641K | Sell |
5,528
-216
| -4% | -$26.1K | 0.13% | 58 |
|
|
2017
Q2 | $744K | Buy |
5,744
+1,649
| +40% | +$226K | 0.15% | 50 |
|
|
2017
Q1 | $585K | Buy |
4,095
+48
| +1% | +$6.95K | 0.12% | 54 |
|
|
2016
Q4 | $613K | Sell |
4,047
-52
| -1% | -$7.55K | 0.13% | 57 |
|
|
2016
Q3 | $582K | Sell |
4,099
-29
| -0.7% | -$4.33K | 0.13% | 60 |
|
|
2016
Q2 | $623K | Buy |
4,128
+149
| +4% | +$21.7K | 0.14% | 57 |
|
|
2016
Q1 | $606K | Sell |
3,979
-8,536
| -68% | -$1.21M | 0.13% | 56 |
|
|
2015
Q4 | $1.87M | Buy |
12,515
+427
| +4% | +$60.6K | 0.43% | 28 |
|
|
2015
Q3 | $1.46M | Buy |
12,088
+171
| +1% | +$21K | 0.35% | 38 |
|
|
2015
Q2 | $1.52M | Sell |
11,917
-14,384
| -55% | -$1.87M | 0.34% | 37 |
|
|
2015
Q1 | $3.13M | Buy |
26,301
+23,094
| +720% | +$2.75M | 0.25% | 38 |
|
|
2014
Q4 | $388K | Buy |
3,207
+311
| +11% | +$38.2K | 0.09% | 84 |
|
|
2014
Q3 | $356K | Sell |
2,896
-250
| -8% | -$31.2K | 0.11% | 52 |
|
|
2014
Q2 | $396K | Buy |
3,146
+3
| +0.1% | +$382 | 0.14% | 49 |
|
|
2014
Q1 | $390K | Buy |
3,143
+209
| +7% | +$25.8K | 0.13% | 44 |
|
|
2013
Q4 | $394K | Sell |
2,934
-33
| -1% | -$4.16K | 0.14% | 45 |
|
|
2013
Q3 | $340K | Buy |
2,967
+239
| +9% | +$27.4K | 0.14% | 48 |
|
|
2013
Q2 | $303K | Buy |
+2,728
| New | +$302K | 0.12% | 51 |
|
Other funds holding GE
VCM
VPM
SFMG Wealth Advisors's GE Position: Q1 2026 in Review
SFMG Wealth Advisors increased its GE Aerospace (GE) stake by 6.4% in Q1 2026, buying an estimated $48.7K and bringing the position to 2,578 shares worth $732K. The position accounts for 0.05% of the portfolio, ranked #143.
SFMG Wealth Advisors first reported a position in GE in Q2 2013 and has held it in 49 quarters since. The position peaked at $3.13M in Q1 2015. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.
- SFMG Wealth Advisors held 2,578 shares of GE Aerospace worth $732K as of Q1 2026.
- SFMG Wealth Advisors bought 155 GE Aerospace shares in Q1 2026, an estimated $48.7K.
- GE Aerospace made up 0.05% of SFMG Wealth Advisors's portfolio in Q1 2026, its #143 holding.
- SFMG Wealth Advisors first reported a position in GE Aerospace in Q2 2013 and has held it in 49 quarters since.
- SFMG Wealth Advisors's GE Aerospace position peaked at $3.13M in Q1 2015.
- 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.
Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.