SFMG Wealth Advisors’s GE Aerospace GE Stock Holding History

SFMG Wealth Advisors’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 Q4	–	Sell	-1,605	Closed	-$1K	–	298
2021 Q3	$1K	Buy	1,605 +1,404	+699%	+$90.3K	﹤0.01%	259
2021 Q2	$2K	Hold	201	–	–	﹤0.01%	263
2021 Q1	$2K	Hold	201	–	–	﹤0.01%	240
2020 Q4	$2K	Buy	+201	New	+$9.01K	﹤0.01%	229
2018 Q2	–	Sell	-1,022	Closed	-$4K	–	157
2018 Q1	$4K	Buy	+1,022	New	+$75.7K	﹤0.01%	155

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

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. 3,209 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.
3,209 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.