Simplicity Wealth’s GE Aerospace GE Stock Holding History

Simplicity Wealth’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 Q1	$1.34M	Buy	4,714 +441	+10%	+$139K	0.08%	242
2025 Q4	$1.32M	Sell	4,273 -1,089	-20%	-$328K	0.08%	237
2025 Q3	$1.61M	Sell	5,362 -1,234	-19%	-$337K	0.09%	215
2025 Q2	$1.7M	Buy	6,596 +3,826	+138%	+$840K	0.07%	236
2025 Q1	$555K	Buy	+2,770	New	+$545K	0.04%	327
2024 Q4	–	Sell	-1,589	Closed	-$300K	–	413
2024 Q3	$300K	Sell	1,589 -29,353	-95%	-$4.97M	0.03%	390
2024 Q2	$4.92M	Sell	30,942 -4,612	-13%	-$736K	0.11%	184
2024 Q1	$4.98M	Buy	+35,554	New	+$4.19M	0.12%	175

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

Simplicity Wealth's GE Position: Q1 2026 in Review

Simplicity Wealth increased its GE Aerospace (GE) stake by 10% in Q1 2026, buying an estimated $139K and bringing the position to 4,714 shares worth $1.34M. The position accounts for 0.08% of the portfolio, ranked #242.

Simplicity Wealth first reported a position in GE in Q1 2024 and has held it in 8 quarters since. The position peaked at $4.98M in Q1 2024. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Simplicity Wealth held 4,714 shares of GE Aerospace worth $1.34M as of Q1 2026.
Simplicity Wealth bought 441 GE Aerospace shares in Q1 2026, an estimated $139K.
GE Aerospace made up 0.08% of Simplicity Wealth's portfolio in Q1 2026, its #242 holding.
Simplicity Wealth first reported a position in GE Aerospace in Q1 2024 and has held it in 8 quarters since.
Simplicity Wealth's GE Aerospace position peaked at $4.98M in Q1 2024.
3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.