SVWAG
GE icon

Sound View Wealth Advisors Group’s GE Aerospace GE Stock Holding History

Sound View Wealth Advisors Group’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 		$1.13M Buy
3,972
+73
+2% +$22.9K 0.08% 176
2025
Q4 		$1.2M Sell
3,899
-218
-5% -$65.6K 0.08% 172
2025
Q3 		$1.24M Sell
4,117
-83
-2% -$22.7K 0.09% 177
2025
Q2 		$1.08M Buy
4,200
+184
+5% +$40.4K 0.08% 179
2025
Q1 		$804K Buy
4,016
+284
+8% +$55.9K 0.07% 208
2024
Q4 		$622K Buy
3,732
+11
+0.3% +$1.96K 0.05% 234
2024
Q3 		$702K Buy
3,721
+1,637
+79% +$277K 0.06% 223
2024
Q2 		$331K Sell
2,084
-527
-20% -$84.1K 0.03% 286
2024
Q1 		$366K Sell
2,611
-1,619
-38% -$191K 0.04% 276
2023
Q4 		$431K Sell
4,230
-157
-4% -$14.5K 0.05% 256
2023
Q3 		$387K Buy
4,387
+1,727
+65% +$155K 0.05% 251
2023
Q2 		$233K Sell
2,660
-1,801
-40% -$146K 0.03% 322
2023
Q1 		$340K Sell
4,461
-958
-18% -$64.1K 0.05% 269
2022
Q4 		$431K Buy
+5,419
New +$266K 0.05% 256
2021
Q4 		– Sell
-3,162
Closed -$203K – 293
2021
Q3 		$203K Sell
3,162
-407
-11% -$26.2K 0.04% 279
2021
Q2 		$239K Sell
3,569
-161
-4% -$10.7K 0.05% 257
2021
Q1 		$244K Buy
3,730
+320
+9% +$19.4K 0.06% 242
2020
Q4 		$184K Sell
3,410
-645
-16% -$28.9K 0.05% 250
2020
Q3 		$126K Buy
4,055
+393
+11% +$12.8K 0.03% 242
2020
Q2 		$125K Sell
3,662
-403
-10% -$13.6K 0.04% 238
2020
Q1 		$161K Sell
4,065
-74
-2% -$3.95K 0.06% 209
2019
Q4 		$230K Sell
4,139
-1,002
-19% -$51.8K 0.06% 227
2019
Q3 		$229K Sell
5,141
-1,407
-21% -$66.1K 0.07% 225
2019
Q2 		$343K Buy
+6,548
New +$322K 0.1% 172

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

Sound View Wealth Advisors Group's GE Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its GE Aerospace (GE) stake by 1.9% in Q1 2026, buying an estimated $22.9K and bringing the position to 3,972 shares worth $1.13M. The position accounts for 0.08% of the portfolio, ranked #176.

Sound View Wealth Advisors Group first reported a position in GE in Q2 2019 and has held it in 24 quarters since. The position peaked at $1.24M in Q3 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Sound View Wealth Advisors Group held 3,972 shares of GE Aerospace worth $1.13M as of Q1 2026.
  • Sound View Wealth Advisors Group bought 73 GE Aerospace shares in Q1 2026, an estimated $22.9K.
  • GE Aerospace made up 0.08% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #176 holding.
  • Sound View Wealth Advisors Group first reported a position in GE Aerospace in Q2 2019 and has held it in 24 quarters since.
  • Sound View Wealth Advisors Group's GE Aerospace position peaked at $1.24M in Q3 2025.
  • 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.