Wealthspire Advisors (New York)’s GE Aerospace GE Stock Holding History

Wealthspire Advisors (New York)’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	$5.82M	Sell	20,515 -8,081	-28%	-$2.54M	0.05%	153
2025 Q4	$8.81M	Sell	28,596 -16,944	-37%	-$5.1M	0.07%	126
2025 Q3	$13.7M	Buy	45,540 +468	+1%	+$128K	0.07%	98
2025 Q2	$11.6M	Buy	45,072 +23,031	+104%	+$5.05M	0.07%	104
2025 Q1	$4.41M	Buy	22,041 +975	+5%	+$192K	0.03%	171
2024 Q4	$3.51M	Buy	21,066 +1,483	+8%	+$265K	0.03%	178
2024 Q3	$3.69M	Buy	19,583 +1,020	+5%	+$173K	0.04%	167
2024 Q2	$2.95M	Sell	18,563 -885	-5%	-$141K	0.04%	152
2024 Q1	$2.72M	Sell	19,448 -274	-1%	-$32.3K	0.04%	161
2023 Q4	$2.01M	Buy	19,722 +164	+0.8%	+$15.2K	0.03%	189
2023 Q3	$1.73M	Buy	19,558 +3,066	+19%	+$276K	0.03%	187
2023 Q2	$1.45M	Sell	16,492 -1,412	-8%	-$114K	0.02%	191
2023 Q1	$1.37M	Sell	17,904 -61,195	-77%	-$4.09M	0.02%	197
2022 Q4	$4.13M	Sell	79,099 -17,983	-19%	-$884K	0.08%	108
2022 Q3	$3.75M	Buy	97,082 +30,291	+45%	+$1.33M	0.08%	106
2022 Q2	$2.65M	Sell	66,791 -31,306	-32%	-$1.52M	0.06%	123
2022 Q1	$5.59M	Buy	98,097 +39,802	+68%	+$2.37M	0.13%	70
2021 Q4	$3.43M	Sell	58,295 -1,010	-2%	-$63.5K	0.08%	99
2021 Q3	$3.81M	Buy	59,305 +53,781	+974%	+$3.46M	0.08%	108
2021 Q2	$371K	Sell	5,524 -20,044	-78%	-$1.34M	0.01%	263
2021 Q1	$1.67M	Buy	25,568 +7,284	+40%	+$441K	0.04%	192
2020 Q4	$984K	Buy	18,284 +6,006	+49%	+$269K	0.03%	208
2020 Q3	$381K	Buy	12,278 +5,321	+76%	+$173K	0.02%	207
2020 Q2	$237K	Sell	6,957 -22,364	-76%	-$754K	0.02%	233
2020 Q1	$1.16M	Buy	29,321 +23,044	+367%	+$1.23M	0.05%	174
2019 Q4	$349K	Buy	6,277 +1,216	+24%	+$62.8K	0.03%	130
2019 Q3	$226K	Buy	+5,061	New	+$238K	0.02%	146
2019 Q1	–	Sell	-1,216	Closed	-$44K	–	329
2018 Q4	$44K	Buy	+1,216	New	+$54.9K	﹤0.01%	202

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

Wealthspire Advisors (New York)'s GE Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its GE Aerospace (GE) stake by 28% in Q1 2026, selling an estimated $2.54M and leaving 20,515 shares worth $5.82M. The position accounts for 0.05% of the portfolio, ranked #153.

Wealthspire Advisors (New York) first reported a position in GE in Q4 2018 and has held it in 28 quarters since. The position peaked at $13.7M in Q3 2025. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Wealthspire Advisors (New York) held 20,515 shares of GE Aerospace worth $5.82M as of Q1 2026.
Wealthspire Advisors (New York) sold 8,081 GE Aerospace shares in Q1 2026, an estimated $2.54M.
GE Aerospace made up 0.05% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #153 holding.
Wealthspire Advisors (New York) first reported a position in GE Aerospace in Q4 2018 and has held it in 28 quarters since.
Wealthspire Advisors (New York)'s GE Aerospace position peaked at $13.7M in Q3 2025.
3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.