Waverly Advisors’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.4M | Buy |
57,619
+1,280
| +2% | +$402K | 0.12% | 165 |
|
|
2025
Q4 | $17.4M | Buy |
56,339
+31,337
| +125% | +$9.44M | 0.14% | 142 |
|
|
2025
Q3 | $7.52M | Buy |
25,002
+2,875
| +13% | +$786K | 0.08% | 250 |
|
|
2025
Q2 | $5.7M | Sell |
22,127
-829
| -4% | -$182K | 0.06% | 281 |
|
|
2025
Q1 | $4.59M | Buy |
22,956
+1,804
| +9% | +$355K | 0.06% | 310 |
|
|
2024
Q4 | $3.53M | Buy |
21,152
+11,160
| +112% | +$1.99M | 0.05% | 269 |
|
|
2024
Q3 | $1.88M | Sell |
9,992
-985
| -9% | -$167K | 0.03% | 338 |
|
|
2024
Q2 | $1.74M | Sell |
10,977
-163
| -1% | -$26K | 0.03% | 340 |
|
|
2024
Q1 | $1.56M | Buy |
11,140
+3,909
| +54% | +$461K | 0.04% | 299 |
|
|
2023
Q4 | $737K | Sell |
7,231
-328
| -4% | -$30.4K | 0.03% | 248 |
|
|
2023
Q3 | $667K | Buy |
7,559
+33
| +0.4% | +$2.97K | 0.03% | 227 |
|
|
2023
Q2 | $660K | Buy |
7,526
+579
| +8% | +$46.9K | 0.03% | 219 |
|
|
2023
Q1 | $530K | Sell |
6,947
-2,831
| -29% | -$189K | 0.03% | 189 |
|
|
2022
Q4 | $510K | Buy |
9,778
+1,091
| +13% | +$53.6K | 0.03% | 172 |
|
|
2022
Q3 | $335K | Sell |
8,687
-5
| -0.1% | -$220 | 0.02% | 190 |
|
|
2022
Q2 | $346K | Buy |
8,692
+2,222
| +34% | +$108K | 0.03% | 155 |
|
|
2022
Q1 | $369K | Buy |
6,470
+40
| +0.6% | +$2.39K | 0.03% | 144 |
|
|
2021
Q4 | $388K | Sell |
6,430
-85
| -1% | -$5.34K | 0.03% | 139 |
|
|
2021
Q3 | $434K | Buy |
6,515
+5,701
| +700% | +$367K | 0.04% | 136 |
|
|
2021
Q2 | $426K | Sell |
814
-6,411
| -89% | -$428K | 0.04% | 126 |
|
|
2021
Q1 | $470K | Sell |
7,225
-669
| -8% | -$40.5K | 0.05% | 105 |
|
|
2020
Q4 | $451K | Sell |
7,894
-1,128
| -13% | -$50.5K | 0.05% | 100 |
|
|
2020
Q3 | $334K | Buy |
9,022
+25
| +0.3% | +$813 | 0.04% | 107 |
|
|
2020
Q2 | $296K | Buy |
8,997
+1,554
| +21% | +$52.4K | 0.04% | 114 |
|
|
2020
Q1 | $295K | Buy |
7,443
+244
| +3% | +$13K | 0.05% | 105 |
|
|
2019
Q4 | $465K | Sell |
7,199
-2
| -0% | -$103 | 0.06% | 87 |
|
|
2019
Q3 | $321K | Buy |
7,201
+6
| +0.1% | +$282 | 0.05% | 99 |
|
|
2019
Q2 | $377K | Sell |
7,195
-111
| -2% | -$5.46K | 0.06% | 88 |
|
|
2019
Q1 | $364K | Sell |
7,306
-291
| -4% | -$13.7K | 0.06% | 87 |
|
|
2018
Q4 | $276K | Sell |
7,597
-3,748
| -33% | -$169K | 0.05% | 94 |
|
|
2018
Q3 | $614K | Sell |
11,345
-3,752
| -25% | -$231K | 0.09% | 109 |
|
|
2018
Q2 | $985K | Sell |
15,097
-363
| -2% | -$24.2K | 0.15% | 77 |
|
|
2018
Q1 | $999K | Sell |
15,460
-11,878
| -43% | -$880K | 0.16% | 79 |
|
|
2017
Q4 | $2.29M | Buy |
27,338
+6,253
| +30% | +$597K | 0.33% | 38 |
|
|
2017
Q3 | $2.44M | Sell |
21,085
-585
| -3% | -$70.7K | 0.53% | 26 |
|
|
2017
Q2 | $2.81M | Buy |
21,670
+1,418
| +7% | +$194K | 0.7% | 18 |
|
|
2017
Q1 | $2.89M | Buy |
20,252
+13,811
| +214% | +$2M | 0.76% | 14 |
|
|
2016
Q4 | $975K | Buy |
6,441
+781
| +14% | +$113K | 0.36% | 35 |
|
|
2016
Q3 | $803K | Hold |
5,660
| – | – | 0.34% | 36 |
|
|
2016
Q2 | $854K | Sell |
5,660
-106
| -2% | -$15.5K | 0.39% | 32 |
|
|
2016
Q1 | $878K | Buy |
5,766
+119
| +2% | +$16.8K | 0.54% | 29 |
|
|
2015
Q4 | $843K | Buy |
5,647
+1,497
| +36% | +$213K | 0.37% | 32 |
|
|
2015
Q3 | $502K | Sell |
4,150
-21
| -0.5% | -$2.57K | 0.35% | 33 |
|
|
2015
Q2 | $531K | Buy |
4,171
+30
| +0.7% | +$3.89K | 0.33% | 28 |
|
|
2015
Q1 | $492K | Sell |
4,141
-538
| -11% | -$64K | 0.25% | 30 |
|
|
2014
Q4 | $567K | Sell |
4,679
-2,809
| -38% | -$345K | 0.28% | 30 |
|
|
2014
Q3 | $919K | Sell |
7,488
-2,054
| -22% | -$256K | 0.5% | 22 |
|
|
2014
Q2 | $1.2M | Hold |
9,542
| – | – | 0.5% | 22 |
|
|
2014
Q1 | $1.18M | Sell |
9,542
-110
| -1% | -$13.6K | 0.54% | 20 |
|
|
2013
Q4 | $1.3M | Buy |
9,652
+3,543
| +58% | +$446K | 0.46% | 20 |
|
|
2013
Q3 | $699K | Hold |
6,109
| – | – | 0.36% | 23 |
|
|
2013
Q2 | $679K | Buy |
+6,109
| New | +$676K | 0.39% | 25 |
|
Other funds holding GE
VCM
VPM
Waverly Advisors's GE Position: Q1 2026 in Review
Waverly Advisors increased its GE Aerospace (GE) stake by 2.3% in Q1 2026, buying an estimated $402K and bringing the position to 57,619 shares worth $16.4M. The position accounts for 0.12% of the portfolio, ranked #165.
Waverly Advisors first reported a position in GE in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.4M in Q4 2025. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.
- Waverly Advisors held 57,619 shares of GE Aerospace worth $16.4M as of Q1 2026.
- Waverly Advisors bought 1,280 GE Aerospace shares in Q1 2026, an estimated $402K.
- GE Aerospace made up 0.12% of Waverly Advisors's portfolio in Q1 2026, its #165 holding.
- Waverly Advisors first reported a position in GE Aerospace in Q2 2013 and has held it in 52 quarters since.
- Waverly Advisors's GE Aerospace position peaked at $17.4M in Q4 2025.
- 3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.
Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.