WAG
GE icon

Wallace Advisory Group’s GE Aerospace GE Stock Holding History

Wallace Advisory Group’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 		$342K Hold
1,205
– – 0.37% 65
2025
Q4 		$371K Sell
1,205
-30
-2% -$9.03K 0.39% 67
2025
Q3 		$318K Sell
1,235
-9
-0.7% -$2.46K 0.26% 119
2025
Q2 		$249K Sell
1,244
-1
-0.1% -$219 0.18% 153
2025
Q1 		$208K Buy
1,245
+10
+0.8% +$1.97K 0.14% 174
2024
Q4 		$233K Buy
+1,235
New +$220K 0.16% 159

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

Wallace Advisory Group's GE Position: Q1 2026 in Review

Wallace Advisory Group held its GE Aerospace (GE) position steady in Q1 2026 at 1,205 shares worth $342K. The position accounts for 0.37% of the portfolio, ranked #65.

Wallace Advisory Group first reported a position in GE in Q4 2024 and has held it in 6 quarters since. The position peaked at $371K in Q4 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Wallace Advisory Group held 1,205 shares of GE Aerospace worth $342K as of Q1 2026.
  • Wallace Advisory Group left its GE Aerospace share count unchanged in Q1 2026.
  • GE Aerospace made up 0.37% of Wallace Advisory Group's portfolio in Q1 2026, its #65 holding.
  • Wallace Advisory Group first reported a position in GE Aerospace in Q4 2024 and has held it in 6 quarters since.
  • Wallace Advisory Group's GE Aerospace position peaked at $371K in Q4 2025.
  • 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.