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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
2024
Q3 		– Sell
-2,000
Closed -$318 – 717
2024
Q2 		$318 Buy
+2,000
New +$319K ﹤0.01% 665

Other funds holding GE

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 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. 173 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.
  • 173 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.