Trace Wealth Advisors’s GE Aerospace GE Stock Holding History

Trace 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	–	Sell	-1,570	Closed	-$484K	–	68
2025 Q4	$484K	Sell	1,570 -184	-10%	-$55.4K	0.35%	41
2025 Q3	$528K	Buy	+1,754	New	+$479K	0.39%	36

Other funds holding GE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Trace Wealth Advisors sold out of GE Aerospace (GE) in Q1 2026, closing a stake of 1,570 shares — an estimated $484K sold.

Trace Wealth Advisors first reported a position in GE in Q3 2025 and held it in 2 quarters. The position peaked at $528K in Q3 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Trace Wealth Advisors reported no remaining GE Aerospace position as of Q1 2026 after selling out during the quarter.
Trace Wealth Advisors sold 1,570 GE Aerospace shares in Q1 2026, an estimated $484K.
Trace Wealth Advisors first reported a position in GE Aerospace in Q3 2025 and held it in 2 quarters.
Trace Wealth Advisors's GE Aerospace position peaked at $528K in Q3 2025.
3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Trace Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.