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Shira Ridge Wealth Management’s GE Aerospace GE Stock Holding History

Shira Ridge 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
Q3 		$205K Hold
658
– – 0.07% 81
2026
Q2 		$246K Buy
+658
New +$206K 0.09% 72
2026
Q1 		– Sell
-658
Closed -$203K – 81
2025
Q4 		$203K Buy
+658
New +$198K 0.08% 81

Other funds holding GE

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Shira Ridge Wealth Management's GE Position: Q3 2026 in Review

Shira Ridge Wealth Management held its GE Aerospace (GE) position steady in Q3 2026 at 658 shares worth $205K. The position accounts for 0.07% of the portfolio, ranked #81.

Shira Ridge Wealth Management first reported a position in GE in Q4 2025 and has held it in 3 quarters since. The position peaked at $246K in Q2 2026. 173 funds tracked by Wall St. Rank hold GE as of Q3 2026.

  • Shira Ridge Wealth Management held 658 shares of GE Aerospace worth $205K as of Q3 2026.
  • Shira Ridge Wealth Management left its GE Aerospace share count unchanged in Q3 2026.
  • GE Aerospace made up 0.07% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #81 holding.
  • Shira Ridge Wealth Management first reported a position in GE Aerospace in Q4 2025 and has held it in 3 quarters since.
  • Shira Ridge Wealth Management's GE Aerospace position peaked at $246K in Q2 2026.
  • 173 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.