TruWealth Advisors’s GE Aerospace GE Stock Holding History

TruWealth 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	$248K	Buy	873 +7	+0.8%	+$2.2K	0.01%	161
2025 Q4	$267K	Sell	866 -239	-22%	-$72K	0.01%	153
2025 Q3	$332K	Buy	1,105 +22	+2%	+$6.01K	0.02%	141
2025 Q2	$279K	Buy	1,083 +82	+8%	+$18K	0.02%	144
2025 Q1	$200K	Buy	+1,001	New	+$197K	0.01%	156
2024 Q4	–	Sell	-1,496	Closed	-$282K	–	167
2024 Q3	$282K	Hold	1,496	–	–	0.02%	135
2024 Q2	$238K	Sell	1,496 -355	-19%	-$56.7K	0.02%	148
2024 Q1	$259K	Buy	+1,851	New	+$218K	0.02%	142
2022 Q2	–	Sell	-3,534	Closed	-$201K	–	139
2022 Q1	$201K	Buy	3,534 +107	+3%	+$6.38K	0.02%	122
2021 Q4	$202K	Sell	3,427 -472	-12%	-$29.7K	0.02%	121
2021 Q3	$250K	Buy	3,899 +11	+0.3%	+$707	0.03%	103
2021 Q2	$261K	Sell	3,888 -43	-1%	-$2.87K	0.03%	96
2021 Q1	$257K	Sell	3,931 -533	-12%	-$32.3K	0.03%	93
2020 Q4	$240K	Buy	+4,464	New	+$200K	0.04%	93

Other funds holding GE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

TruWealth Advisors's GE Position: Q1 2026 in Review

TruWealth Advisors increased its GE Aerospace (GE) stake by 0.81% in Q1 2026, buying an estimated $2.2K and bringing the position to 873 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #161.

TruWealth Advisors first reported a position in GE in Q4 2020 and has held it in 14 quarters since. The position peaked at $332K in Q3 2025. 3,230 funds tracked by Wall St. Rank hold GE as of Q1 2026.

TruWealth Advisors held 873 shares of GE Aerospace worth $248K as of Q1 2026.
TruWealth Advisors bought 7 GE Aerospace shares in Q1 2026, an estimated $2.2K.
GE Aerospace made up 0.01% of TruWealth Advisors's portfolio in Q1 2026, its #161 holding.
TruWealth Advisors first reported a position in GE Aerospace in Q4 2020 and has held it in 14 quarters since.
TruWealth Advisors's GE Aerospace position peaked at $332K in Q3 2025.
3,230 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.