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Vista Cima Wealth Management’s GE Aerospace GE Stock Holding History

Vista Cima Wealth Management’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 		$344K Buy
1,212
+320
+36% +$101K 0.34% 41
2025
Q4 		$275K Hold
892
– – 0.23% 42
2025
Q3 		$268K Hold
892
– – 0.22% 71
2025
Q2 		$230K Buy
+892
New +$196K 0.21% 47

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

Vista Cima Wealth Management's GE Position: Q1 2026 in Review

Vista Cima Wealth Management increased its GE Aerospace (GE) stake by 36% in Q1 2026, buying an estimated $101K and bringing the position to 1,212 shares worth $344K. The position accounts for 0.34% of the portfolio, ranked #41.

Vista Cima Wealth Management first reported a position in GE in Q2 2025 and has held it in 4 quarters since. 3,209 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Vista Cima Wealth Management held 1,212 shares of GE Aerospace worth $344K as of Q1 2026.
  • Vista Cima Wealth Management bought 320 GE Aerospace shares in Q1 2026, an estimated $101K.
  • GE Aerospace made up 0.34% of Vista Cima Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Vista Cima Wealth Management first reported a position in GE Aerospace in Q2 2025 and has held it in 4 quarters since.
  • 3,209 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Vista Cima Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.