Sheaff Brock Investment Advisors’s GE Aerospace GE Stock Holding History

Sheaff Brock Investment 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
2023 Q1	–	Sell	-1,605	Closed	-$83.8K	–	526
2022 Q4	$83.8K	Buy	+1,605	New	+$78.9K	0.01%	474
2020 Q4	–	Sell	-5,036	Closed	-$156K	–	495
2020 Q3	$156K	Buy	5,036 +2,026	+67%	+$65.9K	0.01%	410
2020 Q2	$102K	Buy	3,010 +201	+7%	+$6.78K	0.01%	421
2020 Q1	$111K	Buy	+2,809	New	+$150K	0.01%	371
2019 Q3	–	Sell	-2,006	Closed	-$105K	–	476
2019 Q2	$105K	Sell	2,006 -1,204	-38%	-$59.3K	0.01%	460
2019 Q1	$160K	Buy	3,210 +1,123	+54%	+$52.9K	0.02%	453
2018 Q4	$76K	Hold	2,087	–	–	0.01%	442
2018 Q3	$113K	Hold	2,087	–	–	0.01%	487
2018 Q2	$136K	Hold	2,087	–	–	0.01%	500
2018 Q1	$135K	Buy	+2,087	New	+$155K	0.01%	503

Other funds holding GE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sheaff Brock Investment Advisors's GE Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its GE Aerospace (GE) stake by 4.3% in Q1 2025, selling an estimated $76.3K and leaving 8,542 shares worth $1.71M. The position accounts for 0.16% of the portfolio, ranked #113.

Sheaff Brock Investment Advisors first reported a position in GE in Q4 2015 and has held it in 38 quarters since. The position peaked at $9.66M in Q4 2015. 2,615 funds tracked by Wall St. Rank hold GE as of Q1 2025.

Sheaff Brock Investment Advisors held 8,542 shares of GE Aerospace worth $1.71M as of Q1 2025.
Sheaff Brock Investment Advisors sold 388 GE Aerospace shares in Q1 2025, an estimated $76.3K.
GE Aerospace made up 0.16% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #113 holding.
Sheaff Brock Investment Advisors first reported a position in GE Aerospace in Q4 2015 and has held it in 38 quarters since.
Sheaff Brock Investment Advisors's GE Aerospace position peaked at $9.66M in Q4 2015.
2,615 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.