True Wealth Design’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$485K Sell
1,554
-24
-2% -$8.31K 0.11% 37
2026
Q2
$590K Sell
1,578
-42
-3% -$13.1K 0.14% 34
2026
Q1
$460K Buy
1,620
+251
+18% +$78.9K 0.13% 37
2025
Q4
$422K Buy
1,369
+9
+0.7% +$2.71K 0.12% 33
2025
Q3
$409K Buy
1,360
+318
+31% +$86.9K 0.13% 31
2025
Q2
$268K Buy
1,042
+352
+51% +$77.2K 0.09% 35
2025
Q1
$138K Buy
690
+46
+7% +$9.05K 0.05% 57
2024
Q4
$107K Buy
644
+532
+475% +$94.9K 0.04% 67
2024
Q3
$21.1K Buy
112
+24
+27% +$4.07K 0.01% 318
2024
Q2
$14K Buy
88
+14
+19% +$2.24K ﹤0.01% 228
2024
Q1
$10.4K Hold
74
– – ﹤0.01% 242
2023
Q4
$7.53K Hold
74
– – ﹤0.01% 243
2023
Q3
$6.52K Hold
74
– – ﹤0.01% 219
2023
Q2
$6.48K Sell
74
-94
-56% -$7.61K ﹤0.01% 235
2023
Q1
$12.8K Sell
168
-47
-22% -$3.14K 0.01% 229
2022
Q4
$11.2K Buy
+215
New +$10.6K 0.01% 212

Other funds holding GE

True Wealth Design's GE Position: Q3 2026 in Review

True Wealth Design reduced its GE Aerospace (GE) stake by 1.5% in Q3 2026, selling an estimated $8.31K and leaving 1,554 shares worth $485K. The position accounts for 0.11% of the portfolio, ranked #37.

True Wealth Design first reported a position in GE in Q4 2022 and has held it in 16 quarters since. The position peaked at $590K in Q2 2026. 772 funds tracked by Wall St. Rank hold GE as of Q3 2026.

  • True Wealth Design held 1,554 shares of GE Aerospace worth $485K as of Q3 2026.
  • True Wealth Design sold 24 GE Aerospace shares in Q3 2026, an estimated $8.31K.
  • GE Aerospace made up 0.11% of True Wealth Design's portfolio in Q3 2026, its #37 holding.
  • True Wealth Design first reported a position in GE Aerospace in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's GE Aerospace position peaked at $590K in Q2 2026.
  • 772 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.