Wealth Effects’s GE Aerospace GE Stock Holding History

Wealth Effects’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
2026 Q1	$990K	Buy	3,490 +439	+14%	+$138K	0.35%	61
2025 Q4	$940K	Buy	3,051 +900	+42%	+$271K	0.29%	60
2025 Q3	$647K	Sell	2,151 -125	-5%	-$34.2K	0.21%	92
2025 Q2	$586K	Buy	2,276 +452	+25%	+$99.2K	0.22%	87
2025 Q1	$365K	Sell	1,824 -450	-20%	-$88.5K	0.15%	121
2024 Q4	$379K	Sell	2,274 -24	-1%	-$4.28K	0.13%	136
2024 Q3	$433K	Buy	2,298 +187	+9%	+$31.7K	0.15%	120
2024 Q2	$336K	Sell	2,111 -503	-19%	-$80.3K	0.12%	138
2024 Q1	$366K	Sell	2,614 -6	-0.2%	-$707	0.14%	132
2023 Q4	$267K	Buy	+2,620	New	+$243K	0.1%	169
2023 Q3	–	Sell	-2,626	Closed	-$230K	–	201
2023 Q2	$230K	Sell	2,626 -235	-8%	-$19K	0.1%	160
2023 Q1	$218K	Buy	+2,861	New	+$191K	0.11%	166
2022 Q2	–	Sell	-4,753	Closed	-$271K	–	201
2022 Q1	$271K	Sell	4,753 -401	-8%	-$23.9K	0.13%	151
2021 Q4	$303K	Buy	+5,154	New	+$324K	0.13%	147

Other funds holding GE

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wealth Effects's GE Position: Q1 2026 in Review

Wealth Effects increased its GE Aerospace (GE) stake by 14% in Q1 2026, buying an estimated $138K and bringing the position to 3,490 shares worth $990K. The position accounts for 0.35% of the portfolio, ranked #61.

Wealth Effects first reported a position in GE in Q4 2021 and has held it in 14 quarters since. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Wealth Effects held 3,490 shares of GE Aerospace worth $990K as of Q1 2026.
Wealth Effects bought 439 GE Aerospace shares in Q1 2026, an estimated $138K.
GE Aerospace made up 0.35% of Wealth Effects's portfolio in Q1 2026, its #61 holding.
Wealth Effects first reported a position in GE Aerospace in Q4 2021 and has held it in 14 quarters since.
3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.