Wedmont Private Capital’s GE Aerospace GE Stock Holding History

Wedmont Private Capital’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 Q3	$6.98M	Buy	22,826 +3,504	+18%	+$1.21M	0.17%	82
2026 Q2	$6.94M	Buy	19,322 +645	+3%	+$202K	0.19%	72
2026 Q1	$5.75M	Sell	18,677 -1,688	-8%	-$531K	0.19%	70
2025 Q4	$6.59M	Buy	20,365 +110	+0.5%	+$33.1K	0.23%	61
2025 Q3	$6.11M	Buy	20,255 +606	+3%	+$166K	0.23%	57
2025 Q2	$4.92M	Buy	19,649 +2,415	+14%	+$530K	0.21%	66
2025 Q1	$3.13M	Buy	17,234 +546	+3%	+$107K	0.16%	78
2024 Q4	$2.87M	Buy	16,688 +667	+4%	+$119K	0.15%	80
2024 Q3	$2.98M	Buy	16,021 +762	+5%	+$129K	0.17%	75
2024 Q2	$2.43M	Sell	15,259 -2,288	-13%	-$365K	0.15%	84
2024 Q1	$2.16M	Buy	17,547 +367	+2%	+$43.2K	0.16%	85
2023 Q4	$1.76M	Buy	17,180 +1,251	+8%	+$116K	0.14%	90
2023 Q3	$1.4M	Buy	15,929 +1,256	+9%	+$113K	0.14%	96
2023 Q2	$1.29M	Buy	14,673 +1,600	+12%	+$130K	0.14%	98
2023 Q1	$984K	Sell	13,073 -1,097	-8%	-$73.4K	0.13%	113
2022 Q4	$635K	Buy	14,170 +3,456	+32%	+$170K	0.1%	161
2022 Q3	$413K	Sell	10,714 -576	-5%	-$25.3K	0.08%	189
2022 Q2	$448K	Buy	11,290 +4,964	+78%	+$241K	0.1%	152
2022 Q1	$363K	Buy	6,326 +1,981	+46%	+$118K	0.08%	197
2021 Q4	$277K	Buy	+4,345	New	+$273K	0.09%	187

Other funds holding GE

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Wedmont Private Capital's GE Position: Q3 2026 in Review

Wedmont Private Capital increased its GE Aerospace (GE) stake by 18% in Q3 2026, buying an estimated $1.21M and bringing the position to 22,826 shares worth $6.98M. The position accounts for 0.17% of the portfolio, ranked #82.

Wedmont Private Capital first reported a position in GE in Q4 2021 and has held it in 20 quarters since. 173 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Wedmont Private Capital held 22,826 shares of GE Aerospace worth $6.98M as of Q3 2026.
Wedmont Private Capital bought 3,504 GE Aerospace shares in Q3 2026, an estimated $1.21M.
GE Aerospace made up 0.17% of Wedmont Private Capital's portfolio in Q3 2026, its #82 holding.
Wedmont Private Capital first reported a position in GE Aerospace in Q4 2021 and has held it in 20 quarters since.
173 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.