TrueWealth Advisors’s GE Aerospace GE Stock Holding History

TrueWealth 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 Q3	$324K	Sell	1,037 -47	-4%	-$16.3K	0.07%	194
2026 Q2	$405K	Sell	1,084 -72	-6%	-$22.5K	0.09%	165
2026 Q1	$328K	Sell	1,156 -1,676	-59%	-$527K	0.08%	190
2025 Q4	$872K	Sell	2,832 -276	-9%	-$83.1K	0.23%	83
2025 Q3	$935K	Sell	3,108 -60	-2%	-$16.4K	0.25%	72
2025 Q2	$815K	Sell	3,168 -309	-9%	-$67.8K	0.24%	75
2025 Q1	$696K	Buy	3,477 +210	+6%	+$41.3K	0.23%	79
2024 Q4	$545K	Buy	+3,267	New	+$583K	0.18%	103

Other funds holding GE

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

TrueWealth Advisors's GE Position: Q3 2026 in Review

TrueWealth Advisors reduced its GE Aerospace (GE) stake by 4.3% in Q3 2026, selling an estimated $16.3K and leaving 1,037 shares worth $324K. The position accounts for 0.07% of the portfolio, ranked #194.

TrueWealth Advisors first reported a position in GE in Q4 2024 and has held it in 8 quarters since. The position peaked at $935K in Q3 2025. 1,881 funds tracked by Wall St. Rank hold GE as of Q3 2026.

TrueWealth Advisors held 1,037 shares of GE Aerospace worth $324K as of Q3 2026.
TrueWealth Advisors sold 47 GE Aerospace shares in Q3 2026, an estimated $16.3K.
GE Aerospace made up 0.07% of TrueWealth Advisors's portfolio in Q3 2026, its #194 holding.
TrueWealth Advisors first reported a position in GE Aerospace in Q4 2024 and has held it in 8 quarters since.
TrueWealth Advisors's GE Aerospace position peaked at $935K in Q3 2025.
1,881 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.