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SMART Wealth’s GE Aerospace GE Stock Holding History

SMART 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 		$918K Buy
3,233
+2,065
+177% +$649K 0.27% 99
2025
Q4 		$360K Sell
1,168
-3,408
-74% -$1.03M 0.11% 133
2025
Q3 		$1.38M Sell
4,576
-1,101
-19% -$301K 0.52% 63
2025
Q2 		$1.46M Buy
5,677
+1,460
+35% +$320K 0.46% 70
2025
Q1 		$844K Buy
4,217
+871
+26% +$171K 0.3% 77
2024
Q4 		$558K Buy
3,346
+1,471
+78% +$262K 0.2% 98
2024
Q3 		$354K Buy
+1,875
New +$318K 0.14% 107

Other funds holding GE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

SMART Wealth's GE Position: Q1 2026 in Review

SMART Wealth increased its GE Aerospace (GE) stake by 177% in Q1 2026, buying an estimated $649K and bringing the position to 3,233 shares worth $918K. The position accounts for 0.27% of the portfolio, ranked #99.

SMART Wealth first reported a position in GE in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.46M in Q2 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • SMART Wealth held 3,233 shares of GE Aerospace worth $918K as of Q1 2026.
  • SMART Wealth bought 2,065 GE Aerospace shares in Q1 2026, an estimated $649K.
  • GE Aerospace made up 0.27% of SMART Wealth's portfolio in Q1 2026, its #99 holding.
  • SMART Wealth first reported a position in GE Aerospace in Q3 2024 and has held it in 7 quarters since.
  • SMART Wealth's GE Aerospace position peaked at $1.46M in Q2 2025.
  • 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.