SIMA Wealth Partners’s GE Aerospace GE Stock Holding History

SIMA Wealth Partners’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
2025 Q4	–	Sell	-40	Closed	-$12K	–	139
2025 Q3	$12K	Buy	+40	New	+$10.9K	0.01%	117

Other funds holding GE

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

BlackRock New York $5.72T AUM 30.48% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

SIMA Wealth Partners's GE Position: Q4 2025 in Review

SIMA Wealth Partners sold out of GE Aerospace (GE) in Q4 2025, closing a stake of 40 shares — an estimated $12K sold.

SIMA Wealth Partners first reported a position in GE in Q3 2025 and held it in 1 quarter. The position peaked at $12K in Q3 2025. 3,214 funds tracked by Wall St. Rank hold GE as of Q4 2025.

SIMA Wealth Partners reported no remaining GE Aerospace position as of Q4 2025 after selling out during the quarter.
SIMA Wealth Partners sold 40 GE Aerospace shares in Q4 2025, an estimated $12K.
SIMA Wealth Partners first reported a position in GE Aerospace in Q3 2025 and held it in 1 quarter.
SIMA Wealth Partners's GE Aerospace position peaked at $12K in Q3 2025.
3,214 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2025.

Based on SIMA Wealth Partners's 13F filing for Q4 2025, filed 28 May 2026.