Waypoint Wealth Counsel’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
$564K Sell
1,986
-347
-15% -$109K 0.29% 67
2025
Q4
$719K Buy
2,333
+307
+15% +$92.4K 0.26% 68
2025
Q3
$609K Buy
2,026
+274
+16% +$74.9K 0.24% 70
2025
Q2
$451K Buy
1,752
+338
+24% +$74.2K 0.22% 68
2025
Q1
$283K Buy
+1,414
New +$278K 0.18% 78

Other funds holding GE

Waypoint Wealth Counsel's GE Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its GE Aerospace (GE) stake by 15% in Q1 2026, selling an estimated $109K and leaving 1,986 shares worth $564K. The position accounts for 0.29% of the portfolio, ranked #67.

Waypoint Wealth Counsel first reported a position in GE in Q1 2025 and has held it in 5 quarters since. The position peaked at $719K in Q4 2025. 3,209 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Waypoint Wealth Counsel held 1,986 shares of GE Aerospace worth $564K as of Q1 2026.
  • Waypoint Wealth Counsel sold 347 GE Aerospace shares in Q1 2026, an estimated $109K.
  • GE Aerospace made up 0.29% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #67 holding.
  • Waypoint Wealth Counsel first reported a position in GE Aerospace in Q1 2025 and has held it in 5 quarters since.
  • Waypoint Wealth Counsel's GE Aerospace position peaked at $719K in Q4 2025.
  • 3,209 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.