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Strategies Wealth Advisors’s GE Aerospace GE Stock Holding History

Strategies 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 		$872K Buy
3,073
+613
+25% +$193K 0.09% 68
2025
Q4 		$758K Buy
2,460
+1,277
+108% +$385K 0.08% 68
2025
Q3 		$356K Sell
1,183
-73
-6% -$20K 0.04% 135
2025
Q2 		$323K Sell
1,256
-8
-0.6% -$1.75K 0.04% 134
2025
Q1 		$253K Buy
+1,264
New +$249K 0.03% 150

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

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

Strategies Wealth Advisors increased its GE Aerospace (GE) stake by 25% in Q1 2026, buying an estimated $193K and bringing the position to 3,073 shares worth $872K. The position accounts for 0.09% of the portfolio, ranked #68.

Strategies Wealth Advisors first reported a position in GE in Q1 2025 and has held it in 5 quarters since. 3,209 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Strategies Wealth Advisors held 3,073 shares of GE Aerospace worth $872K as of Q1 2026.
  • Strategies Wealth Advisors bought 613 GE Aerospace shares in Q1 2026, an estimated $193K.
  • GE Aerospace made up 0.09% of Strategies Wealth Advisors's portfolio in Q1 2026, its #68 holding.
  • Strategies Wealth Advisors first reported a position in GE Aerospace in Q1 2025 and has held it in 5 quarters since.
  • 3,209 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

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