Waterfront Wealth’s GE Aerospace GE Stock Holding History

Waterfront Wealth’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 Q3	$698K	Buy	2,331 +8	+0.3%	+$2.77K	0.11%	200
2026 Q2	$835K	Hold	2,323	–	–	0.13%	187
2026 Q1	$659K	Hold	2,323	–	–	0.12%	191
2025 Q4	$687K	Hold	2,323	–	–	0.13%	177
2025 Q3	$691K	Sell	2,323 -22	-0.9%	-$6.01K	0.14%	176
2025 Q2	$604K	Buy	2,345 +154	+7%	+$33.8K	0.14%	177
2025 Q1	$439K	Sell	2,191 -47	-2%	-$9.25K	0.11%	188
2024 Q4	$373K	Buy	2,238 +20	+0.9%	+$3.57K	0.09%	203
2024 Q3	$386K	Buy	2,218 +364	+20%	+$61.7K	0.09%	196
2024 Q2	$295K	Sell	1,854 -469	-20%	-$74.9K	0.08%	204
2024 Q1	$299K	Hold	2,323	–	–	0.08%	203
2023 Q4	$237K	Buy	+2,323	New	+$215K	0.07%	227
2023 Q3	–	Sell	-2,336	Closed	-$218K	–	251
2023 Q2	$218K	Buy	+2,336	New	+$189K	0.06%	232
2022 Q2	–	Sell	-4,414	Closed	-$246K	–	243
2022 Q1	$246K	Hold	4,414	–	–	0.09%	215
2021 Q4	$260K	Buy	+4,414	New	+$277K	0.1%	188
2021 Q3	–	Sell	-5,008	Closed	-$336K	–	181
2021 Q2	$336K	Sell	5,008 -47	-0.9%	-$3.14K	0.16%	125
2021 Q1	$335K	Sell	5,055 -10	-0.2%	-$606	0.17%	127
2020 Q4	$273K	Buy	+5,065	New	+$227K	0.19%	112

Other funds holding GE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Waterfront Wealth's GE Position: Q3 2026 in Review

Waterfront Wealth increased its GE Aerospace (GE) stake by 0.34% in Q3 2026, buying an estimated $2.77K and bringing the position to 2,331 shares worth $698K. The position accounts for 0.11% of the portfolio, ranked #200.

Waterfront Wealth first reported a position in GE in Q4 2020 and has held it in 18 quarters since. The position peaked at $835K in Q2 2026. 1,980 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Waterfront Wealth held 2,331 shares of GE Aerospace worth $698K as of Q3 2026.
Waterfront Wealth bought 8 GE Aerospace shares in Q3 2026, an estimated $2.77K.
GE Aerospace made up 0.11% of Waterfront Wealth's portfolio in Q3 2026, its #200 holding.
Waterfront Wealth first reported a position in GE Aerospace in Q4 2020 and has held it in 18 quarters since.
Waterfront Wealth's GE Aerospace position peaked at $835K in Q2 2026.
1,980 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.