Transform Wealth’s GE Aerospace GE Stock Holding History

Transform 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
2025 Q1	$10.4M	Buy	51,620 +619	+1%	+$122K	0.63%	53
2024 Q4	$8.52M	Buy	51,001 +6,375	+14%	+$1.14M	0.47%	54
2024 Q3	$8.43M	Buy	+44,626	New	+$7.56M	0.56%	54
2018 Q1	–	Sell	-3,249	Closed	-$272K	–	244
2017 Q4	$272K	Sell	3,249 -823	-20%	-$78.6K	0.05%	222
2017 Q3	$472K	Buy	4,072 +189	+5%	+$22.9K	0.16%	152
2017 Q2	$503K	Sell	3,883 -2,053	-35%	-$281K	0.57%	44
2017 Q1	$848K	Buy	5,936 +53	+0.9%	+$7.67K	0.32%	112
2016 Q4	$891K	Buy	5,883 +655	+13%	+$95.1K	0.35%	97
2016 Q3	$742K	Buy	5,228 +49	+0.9%	+$7.31K	0.32%	100
2016 Q2	$781K	Buy	+5,179	New	+$756K	0.33%	104

Other funds holding GE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Transform Wealth's GE Position: Q1 2025 in Review

Transform Wealth increased its GE Aerospace (GE) stake by 1.2% in Q1 2025, buying an estimated $122K and bringing the position to 51,620 shares worth $10.4M. The position accounts for 0.63% of the portfolio, ranked #53.

Transform Wealth first reported a position in GE in Q2 2016 and has held it in 10 quarters since. 2,614 funds tracked by Wall St. Rank hold GE as of Q1 2025.

Transform Wealth held 51,620 shares of GE Aerospace worth $10.4M as of Q1 2025.
Transform Wealth bought 619 GE Aerospace shares in Q1 2025, an estimated $122K.
GE Aerospace made up 0.63% of Transform Wealth's portfolio in Q1 2025, its #53 holding.
Transform Wealth first reported a position in GE Aerospace in Q2 2016 and has held it in 10 quarters since.
2,614 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.