USWIA
GE icon

UP Strategic Wealth Investment Advisors’s GE Aerospace GE Stock Holding History

UP Strategic Wealth Investment 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 		$266K Hold
880
– – 0.17% 76
2025
Q4 		$282K Buy
880
+1
+0.1% +$301 0.21% 68
2025
Q3 		$264K Hold
879
– – 0.2% 71
2025
Q2 		$226K Buy
+879
New +$193K 0.18% 79

Other funds holding GE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UP Strategic Wealth Investment Advisors's GE Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors held its GE Aerospace (GE) position steady in Q1 2026 at 880 shares worth $266K. The position accounts for 0.17% of the portfolio, ranked #76.

UP Strategic Wealth Investment Advisors first reported a position in GE in Q2 2025 and has held it in 4 quarters since. The position peaked at $282K in Q4 2025. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 880 shares of GE Aerospace worth $266K as of Q1 2026.
  • UP Strategic Wealth Investment Advisors left its GE Aerospace share count unchanged in Q1 2026.
  • GE Aerospace made up 0.17% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #76 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in GE Aerospace in Q2 2025 and has held it in 4 quarters since.
  • UP Strategic Wealth Investment Advisors's GE Aerospace position peaked at $282K in Q4 2025.
  • 3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.