WCG Wealth 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
$3.19M Buy
11,246
+254
+2% +$79.8K 0.09% 208
2025
Q4
$3.39M Buy
+10,992
New +$3.31M 0.09% 195
2022
Q4
Sell
-5,672
Closed -$219K 200
2022
Q3
$219K Buy
5,672
+122
+2% +$5.37K 0.03% 263
2022
Q2
$220K Buy
+5,550
New +$269K 0.03% 251

Other funds holding GE

WCG Wealth Advisors's GE Position: Q1 2026 in Review

WCG Wealth Advisors increased its GE Aerospace (GE) stake by 2.3% in Q1 2026, buying an estimated $79.8K and bringing the position to 11,246 shares worth $3.19M. The position accounts for 0.09% of the portfolio, ranked #208.

WCG Wealth Advisors first reported a position in GE in Q2 2022 and has held it in 4 quarters since. The position peaked at $3.39M in Q4 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • WCG Wealth Advisors held 11,246 shares of GE Aerospace worth $3.19M as of Q1 2026.
  • WCG Wealth Advisors bought 254 GE Aerospace shares in Q1 2026, an estimated $79.8K.
  • GE Aerospace made up 0.09% of WCG Wealth Advisors's portfolio in Q1 2026, its #208 holding.
  • WCG Wealth Advisors first reported a position in GE Aerospace in Q2 2022 and has held it in 4 quarters since.
  • WCG Wealth Advisors's GE Aerospace position peaked at $3.39M in Q4 2025.
  • 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.