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Surience Private Wealth’s GE Aerospace GE Stock Holding History

Surience 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 		– Sell
-14,598
Closed -$4.5M – 43
2025
Q4 		$4.5M Buy
14,598
+214
+1% +$64.4K 4.83% 6
2025
Q3 		$4.33M Sell
14,384
-1,563
-10% -$427K 3.96% 8
2025
Q2 		$4.1M Buy
15,947
+1,554
+11% +$341K 3.86% 8
2025
Q1 		$2.88M Buy
+14,393
New +$2.83M 5.01% 9

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

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

Surience Private Wealth sold out of GE Aerospace (GE) in Q1 2026, closing a stake of 14,598 shares — an estimated $4.5M sold.

Surience Private Wealth first reported a position in GE in Q1 2025 and held it in 4 quarters. The position peaked at $4.5M in Q4 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Surience Private Wealth reported no remaining GE Aerospace position as of Q1 2026 after selling out during the quarter.
  • Surience Private Wealth sold 14,598 GE Aerospace shares in Q1 2026, an estimated $4.5M.
  • Surience Private Wealth first reported a position in GE Aerospace in Q1 2025 and held it in 4 quarters.
  • Surience Private Wealth's GE Aerospace position peaked at $4.5M in Q4 2025.
  • 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.