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Tobias Financial Advisors’s GE Aerospace GE Stock Holding History

Tobias Financial 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 		– Sell
-663
Closed -$204K – 150
2025
Q4 		$204K Buy
+663
New +$200K 0.03% 143
2020
Q1 		– Sell
-49
Closed -$2K – 133
2019
Q4 		$2K Buy
+49
New +$2.53K ﹤0.01% 250

Other funds holding GE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Tobias Financial Advisors's GE Position: Q1 2026 in Review

Tobias Financial Advisors sold out of GE Aerospace (GE) in Q1 2026, closing a stake of 663 shares — an estimated $204K sold.

Tobias Financial Advisors first reported a position in GE in Q4 2019 and held it in 2 quarters. The position peaked at $204K in Q4 2025. 3,218 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Tobias Financial Advisors reported no remaining GE Aerospace position as of Q1 2026 after selling out during the quarter.
  • Tobias Financial Advisors sold 663 GE Aerospace shares in Q1 2026, an estimated $204K.
  • Tobias Financial Advisors first reported a position in GE Aerospace in Q4 2019 and held it in 2 quarters.
  • Tobias Financial Advisors's GE Aerospace position peaked at $204K in Q4 2025.
  • 3,218 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Tobias Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.