Wealth Advisors of Tampa Bay’s GE Aerospace GE Stock Holding History

Wealth Advisors of Tampa Bay’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 Q2	–	Sell	-639	Closed	-$128K	–	109
2025 Q1	$128K	Buy	+639	New	+$126K	0.05%	97
2018 Q4	–	Sell	-58,359	Closed	-$3.16M	–	70
2018 Q3	$3.16M	Sell	58,359 -484	-0.8%	-$29.8K	2.22%	21
2018 Q2	$3.77M	Sell	58,843 -1,104	-2%	-$73.6K	2.88%	12
2018 Q1	$3.88M	Buy	59,947 +3,754	+7%	+$278K	2.8%	13
2017 Q4	$4.92M	Buy	+56,193	New	+$5.37M	3.37%	2

Other funds holding GE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wealth Advisors of Tampa Bay's GE Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of GE Aerospace (GE) in Q2 2025, closing a stake of 639 shares — an estimated $128K sold.

Wealth Advisors of Tampa Bay first reported a position in GE in Q4 2017 and held it in 5 quarters. The position peaked at $4.92M in Q4 2017. 2,810 funds tracked by Wall St. Rank hold GE as of Q2 2025.

Wealth Advisors of Tampa Bay reported no remaining GE Aerospace position as of Q2 2025 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 639 GE Aerospace shares in Q2 2025, an estimated $128K.
Wealth Advisors of Tampa Bay first reported a position in GE Aerospace in Q4 2017 and held it in 5 quarters.
Wealth Advisors of Tampa Bay's GE Aerospace position peaked at $4.92M in Q4 2017.
2,810 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.