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Strata Wealth Advisors’s GE Aerospace GE Stock Holding History

Strata Wealth Advisors’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 		$222K Buy
783
+14
+2% +$4.4K 0.06% 83
2025
Q4 		$237K Sell
769
-170
-18% -$51.2K 0.07% 80
2025
Q3 		$282K Hold
939
– – 0.07% 83
2025
Q2 		$242K Buy
+939
New +$206K 0.07% 72

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

Strata Wealth Advisors's GE Position: Q1 2026 in Review

Strata Wealth Advisors increased its GE Aerospace (GE) stake by 1.8% in Q1 2026, buying an estimated $4.4K and bringing the position to 783 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #83.

Strata Wealth Advisors first reported a position in GE in Q2 2025 and has held it in 4 quarters since. The position peaked at $282K in Q3 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Strata Wealth Advisors held 783 shares of GE Aerospace worth $222K as of Q1 2026.
  • Strata Wealth Advisors bought 14 GE Aerospace shares in Q1 2026, an estimated $4.4K.
  • GE Aerospace made up 0.06% of Strata Wealth Advisors's portfolio in Q1 2026, its #83 holding.
  • Strata Wealth Advisors first reported a position in GE Aerospace in Q2 2025 and has held it in 4 quarters since.
  • Strata Wealth Advisors's GE Aerospace position peaked at $282K in Q3 2025.
  • 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.