Sonoma Private Wealth’s GE Aerospace GE Stock Holding History

Sonoma Private 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	$812K	Buy	2,861 +193	+7%	+$60.7K	1%	26
2025 Q4	$822K	Buy	2,668 +49	+2%	+$14.8K	0.99%	28
2025 Q3	$788K	Buy	2,619 +441	+20%	+$121K	0.94%	30
2025 Q2	$561K	Buy	2,178 +3	+0.1%	+$658	0.69%	40
2025 Q1	$435K	Sell	2,175 -66	-3%	-$13K	0.6%	48
2024 Q4	$374K	Buy	2,241 +462	+26%	+$82.4K	0.6%	55
2024 Q3	$335K	Buy	1,779 +1	+0.1%	+$169	0.52%	68
2024 Q2	$283K	Sell	1,778 -395	-18%	-$63.1K	0.46%	69
2024 Q1	$304K	Buy	+2,173	New	+$256K	0.49%	72

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

Sonoma Private Wealth's GE Position: Q1 2026 in Review

Sonoma Private Wealth increased its GE Aerospace (GE) stake by 7.2% in Q1 2026, buying an estimated $60.7K and bringing the position to 2,861 shares worth $812K. The position accounts for 1% of the portfolio, ranked #26.

Sonoma Private Wealth first reported a position in GE in Q1 2024 and has held it in 9 quarters since. The position peaked at $822K in Q4 2025. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Sonoma Private Wealth held 2,861 shares of GE Aerospace worth $812K as of Q1 2026.
Sonoma Private Wealth bought 193 GE Aerospace shares in Q1 2026, an estimated $60.7K.
GE Aerospace made up 1% of Sonoma Private Wealth's portfolio in Q1 2026, its #26 holding.
Sonoma Private Wealth first reported a position in GE Aerospace in Q1 2024 and has held it in 9 quarters since.
Sonoma Private Wealth's GE Aerospace position peaked at $822K in Q4 2025.
3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.