Valeo Financial Advisors’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
Q2 | $5.21M | Sell |
13,941
-819
| -6% | -$256K | 0.11% | 94 |
|
|
2026
Q1 | $4.19M | Sell |
14,760
-6,171
| -29% | -$1.94M | 0.1% | 96 |
|
|
2025
Q4 | $6.45M | Buy |
20,931
+424
| +2% | +$128K | 0.14% | 80 |
|
|
2025
Q3 | $6.17M | Sell |
20,507
-618
| -3% | -$169K | 0.14% | 78 |
|
|
2025
Q2 | $5.44M | Buy |
21,125
+776
| +4% | +$170K | 0.13% | 83 |
|
|
2025
Q1 | $4.07M | Buy |
20,349
+754
| +4% | +$148K | 0.11% | 86 |
|
|
2024
Q4 | $3.27M | Buy |
19,595
+1,836
| +10% | +$328K | 0.09% | 104 |
|
|
2024
Q3 | $3.35M | Sell |
17,759
-167
| -0.9% | -$28.3K | 0.1% | 106 |
|
|
2024
Q2 | $2.85M | Sell |
17,926
-3,718
| -17% | -$594K | 0.09% | 113 |
|
|
2024
Q1 | $2.75M | Sell |
21,644
-559
| -3% | -$65.9K | 0.1% | 108 |
|
|
2023
Q4 | $2.26M | Sell |
22,203
-251
| -1% | -$23.3K | 0.09% | 126 |
|
|
2023
Q3 | $1.98M | Buy |
22,454
+399
| +2% | +$35.9K | 0.09% | 128 |
|
|
2023
Q2 | $1.93M | Sell |
22,055
-2,050
| -9% | -$166K | 0.09% | 128 |
|
|
2023
Q1 | $1.84M | Sell |
24,105
-3,026
| -11% | -$202K | 0.09% | 137 |
|
|
2022
Q4 | $1.42M | Buy |
27,131
+3,101
| +13% | +$152K | 0.08% | 149 |
|
|
2022
Q3 | $927K | Sell |
24,030
-489
| -2% | -$21.5K | 0.06% | 178 |
|
|
2022
Q2 | $973K | Sell |
24,519
-2,134
| -8% | -$103K | 0.06% | 165 |
|
|
2022
Q1 | $1.52M | Buy |
26,653
+5,236
| +24% | +$312K | 0.08% | 151 |
|
|
2021
Q4 | $1.26M | Sell |
21,417
-794
| -4% | -$49.9K | 0.07% | 158 |
|
|
2021
Q3 | $1.43M | Buy |
22,211
+2,433
| +12% | +$156K | 0.08% | 146 |
|
|
2021
Q2 | $1.33M | Sell |
19,778
-344
| -2% | -$23K | 0.08% | 141 |
|
|
2021
Q1 | $1.32M | Sell |
20,122
-2,282
| -10% | -$138K | 0.06% | 158 |
|
|
2020
Q4 | $1.21M | Buy |
22,404
+4,170
| +23% | +$187K | 0.06% | 146 |
|
|
2020
Q3 | $566K | Sell |
18,234
-3,090
| -14% | -$100K | 0.05% | 172 |
|
|
2020
Q2 | $726K | Buy |
21,324
+1,762
| +9% | +$59.4K | 0.07% | 153 |
|
|
2020
Q1 | $696K | Sell |
19,562
-8,815
| -31% | -$470K | 0.07% | 147 |
|
|
2019
Q4 | $1.58M | Sell |
28,377
-415
| -1% | -$21.4K | 0.15% | 96 |
|
|
2019
Q3 | $1.28M | Buy |
28,792
+1,408
| +5% | +$66.2K | 0.14% | 95 |
|
|
2019
Q2 | $1.43M | Sell |
27,384
-1,059
| -4% | -$52.1K | 0.16% | 93 |
|
|
2019
Q1 | $1.42M | Sell |
28,443
-1,351
| -5% | -$63.6K | 0.17% | 92 |
|
|
2018
Q4 | $1.08M | Sell |
29,794
-3,546
| -11% | -$160K | 0.15% | 105 |
|
|
2018
Q3 | $1.61M | Sell |
33,340
-15,033
| -31% | -$927K | 0.22% | 77 |
|
|
2018
Q2 | $2.89M | Buy |
48,373
+5,027
| +12% | +$335K | 0.41% | 47 |
|
|
2018
Q1 | $2.8M | Buy |
43,346
+5,279
| +14% | +$391K | 0.45% | 44 |
|
|
2017
Q4 | $3.18M | Buy |
38,067
+20,540
| +117% | +$1.96M | 0.52% | 44 |
|
|
2017
Q3 | $2.03M | Buy |
+17,527
| New | +$2.12M | 0.46% | 49 |
|
Other funds holding GE
Valeo Financial Advisors's GE Position: Q2 2026 in Review
Valeo Financial Advisors reduced its GE Aerospace (GE) stake by 5.5% in Q2 2026, selling an estimated $256K and leaving 13,941 shares worth $5.21M. The position accounts for 0.11% of the portfolio, ranked #94.
Valeo Financial Advisors first reported a position in GE in Q3 2017 and has held it in 36 quarters since. The position peaked at $6.45M in Q4 2025. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.
- Valeo Financial Advisors held 13,941 shares of GE Aerospace worth $5.21M as of Q2 2026.
- Valeo Financial Advisors sold 819 GE Aerospace shares in Q2 2026, an estimated $256K.
- GE Aerospace made up 0.11% of Valeo Financial Advisors's portfolio in Q2 2026, its #94 holding.
- Valeo Financial Advisors first reported a position in GE Aerospace in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's GE Aerospace position peaked at $6.45M in Q4 2025.
- 3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.