Wellspring Financial 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
Q2
$810K Sell
2,166
-280
-11% -$87.7K 0.05% 118
2026
Q1
$694K Buy
2,446
+157
+7% +$49.3K 0.05% 131
2025
Q4
$705K Buy
2,289
+682
+42% +$205K 0.06% 115
2025
Q3
$483K Buy
1,607
+28
+2% +$7.65K 0.04% 88
2025
Q2
$406K Buy
1,579
+140
+10% +$30.7K 0.04% 94
2025
Q1
$288K Hold
1,439
0.03% 98
2024
Q4
$240K Buy
1,439
+43
+3% +$7.67K 0.03% 119
2024
Q3
$263K Sell
1,396
-33
-2% -$5.59K 0.03% 122
2024
Q2
$227K Buy
+1,429
New +$228K 0.03% 130

Other funds holding GE

Wellspring Financial Advisors's GE Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its GE Aerospace (GE) stake by 11% in Q2 2026, selling an estimated $87.7K and leaving 2,166 shares worth $810K. The position accounts for 0.05% of the portfolio, ranked #118.

Wellspring Financial Advisors first reported a position in GE in Q2 2024 and has held it in 9 quarters since. 1,131 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Wellspring Financial Advisors held 2,166 shares of GE Aerospace worth $810K as of Q2 2026.
  • Wellspring Financial Advisors sold 280 GE Aerospace shares in Q2 2026, an estimated $87.7K.
  • GE Aerospace made up 0.05% of Wellspring Financial Advisors's portfolio in Q2 2026, its #118 holding.
  • Wellspring Financial Advisors first reported a position in GE Aerospace in Q2 2024 and has held it in 9 quarters since.
  • 1,131 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.