Wescott Financial Advisory Group’s GE Aerospace GE Stock Holding History

Wescott Financial Advisory Group’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	$1.08M	Sell	3,821 -17	-0.4%	-$5.34K	0.1%	96
2025 Q4	$1.18M	Sell	3,838 -145	-4%	-$43.7K	0.1%	88
2025 Q3	$1.2M	Buy	3,983 +107	+3%	+$29.2K	0.11%	83
2025 Q2	$998K	Sell	3,876 -7	-0.2%	-$1.54K	0.1%	90
2025 Q1	$777K	Sell	3,883 -158	-4%	-$31.1K	0.08%	91
2024 Q4	$674K	Buy	4,041 +108	+3%	+$19.3K	0.07%	101
2024 Q3	$742K	Buy	3,933 +23	+0.6%	+$3.9K	0.08%	95
2024 Q2	$622K	Buy	+3,910	New	+$624K	0.07%	102
2021 Q3	–	Sell	-2,253	Closed	-$147K	–	71
2021 Q2	$147K	Hold	2,253	–	–	0.09%	64
2021 Q1	$147K	Buy	2,253 +159	+8%	+$9.63K	0.1%	61
2020 Q4	$113K	Buy	+2,094	New	+$93.8K	0.08%	58

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

Wescott Financial Advisory Group's GE Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its GE Aerospace (GE) stake by 0.44% in Q1 2026, selling an estimated $5.34K and leaving 3,821 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #96.

Wescott Financial Advisory Group first reported a position in GE in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.2M in Q3 2025. 3,209 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Wescott Financial Advisory Group held 3,821 shares of GE Aerospace worth $1.08M as of Q1 2026.
Wescott Financial Advisory Group sold 17 GE Aerospace shares in Q1 2026, an estimated $5.34K.
GE Aerospace made up 0.1% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #96 holding.
Wescott Financial Advisory Group first reported a position in GE Aerospace in Q4 2020 and has held it in 11 quarters since.
Wescott Financial Advisory Group's GE Aerospace position peaked at $1.2M in Q3 2025.
3,209 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.