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Waverton Investment Management’s GE Aerospace GE Stock Holding History

Waverton Investment 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
2025
Q4 		– Sell
-1,137,708
Closed -$342M – 36
2025
Q3 		$342M Buy
1,137,708
+85,748
+8% +$23.4M 4.4% 5
2025
Q2 		$271M Sell
1,051,960
-6,036
-0.6% -$1.32M 3.73% 9
2025
Q1 		$212M Buy
1,057,996
+21,466
+2% +$4.22M 3.28% 13
2024
Q4 		$173M Sell
1,036,530
-64,191
-6% -$11.5M 2.75% 18
2024
Q3 		$207M Sell
1,100,721
-938
-0.1% -$159K 3.41% 13
2024
Q2 		$175M Sell
1,101,659
-218,939
-17% -$35M 3.3% 12
2024
Q1 		$185M Buy
+1,320,598
New +$156M 3.84% 10
2018
Q2 		– Sell
-9,643
Closed -$623K – 73
2018
Q1 		$623K Sell
9,643
-2,441
-20% -$181K 0.04% 70
2017
Q4 		$1.01M Sell
12,084
-16,848
-58% -$1.61M 0.06% 52
2017
Q3 		$3.35M Sell
28,932
-47,423
-62% -$5.73M 0.21% 35
2017
Q2 		$9.88M Sell
76,355
-152,506
-67% -$20.9M 0.64% 30
2017
Q1 		$32.7M Sell
228,861
-10,020
-4% -$1.45M 2.06% 19
2016
Q4 		$36.2M Sell
238,881
-4,542
-2% -$660K 2.37% 15
2016
Q3 		$34.6M Sell
243,423
-160,467
-40% -$23.9M 2.33% 17
2016
Q2 		$60.9M Sell
403,890
-776
-0.2% -$113K 4.57% 7
2016
Q1 		$61.7M Buy
404,666
+258,294
+176% +$36.5M 4.72% 4
2015
Q4 		$21.9M Sell
146,372
-1,565
-1% -$222K 1.64% 21
2015
Q3 		$17.9M Sell
147,937
-3,220
-2% -$395K 1.43% 22
2015
Q2 		$19.2M Sell
151,157
-35,500
-19% -$4.6M 1.43% 23
2015
Q1 		$22.2M Sell
186,657
-17,854
-9% -$2.13M 1.59% 19
2014
Q4 		$24.8M Sell
204,511
-12,370
-6% -$1.52M 1.71% 21
2014
Q3 		$26.6M Sell
216,881
-34,084
-14% -$4.25M 1.83% 18
2014
Q2 		$31.6M Sell
250,965
-37,396
-13% -$4.76M 2.07% 17
2014
Q1 		$35.8M Sell
288,361
-35,425
-11% -$4.38M 1.7% 17
2013
Q4 		$43.5M Sell
323,786
-4,059
-1% -$511K 2.22% 13
2013
Q3 		$37.5M Buy
327,845
+32,412
+11% +$3.72M 2.2% 11
2013
Q2 		$32.8M Buy
+295,433
New +$32.7M 2.87% 11

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Waverton Investment Management's GE Position: Q4 2025 in Review

Waverton Investment Management sold out of GE Aerospace (GE) in Q4 2025, closing a stake of 1,137,708 shares — an estimated $342M sold.

Waverton Investment Management first reported a position in GE in Q2 2013 and held it in 27 quarters. The position peaked at $342M in Q3 2025. 3,222 funds tracked by Wall St. Rank hold GE as of Q4 2025.

  • Waverton Investment Management reported no remaining GE Aerospace position as of Q4 2025 after selling out during the quarter.
  • Waverton Investment Management sold 1,137,708 GE Aerospace shares in Q4 2025, an estimated $342M.
  • Waverton Investment Management first reported a position in GE Aerospace in Q2 2013 and held it in 27 quarters.
  • Waverton Investment Management's GE Aerospace position peaked at $342M in Q3 2025.
  • 3,222 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.