Valeo Financial Advisors
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Valeo Financial Advisors’s GE Aerospace GE Stock Holding History

Valeo Financial 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
2021
Q1 		– Sell
-2,006
Closed -$108K – 2083
2020
Q4 		$108K Buy
+2,006
New +$89.9K 0.01% 545

Other funds holding GE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

Valeo Financial Advisors's GE Position: Q3 2026 in Review

Valeo Financial Advisors increased its GE Aerospace (GE) stake by 3% in Q3 2026, buying an estimated $143K and bringing the position to 14,354 shares worth $4.48M. The position accounts for 0.09% of the portfolio, ranked #100.

Valeo Financial Advisors first reported a position in GE in Q3 2017 and has held it in 37 quarters since. The position peaked at $6.45M in Q4 2025. 471 funds tracked by Wall St. Rank hold GE as of Q3 2026.

  • Valeo Financial Advisors held 14,354 shares of GE Aerospace worth $4.48M as of Q3 2026.
  • Valeo Financial Advisors bought 413 GE Aerospace shares in Q3 2026, an estimated $143K.
  • GE Aerospace made up 0.09% of Valeo Financial Advisors's portfolio in Q3 2026, its #100 holding.
  • Valeo Financial Advisors first reported a position in GE Aerospace in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's GE Aerospace position peaked at $6.45M in Q4 2025.
  • 471 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.