Westbourne Investment Advisors’s GE Aerospace GE Stock Holding History

Westbourne Investment Advisors’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 Q2	$759K	Buy	2,030 +60	+3%	+$18.8K	0.21%	70
2026 Q1	$559K	Hold	1,970	–	–	0.16%	76
2025 Q4	$607K	Hold	1,970	–	–	0.17%	72
2025 Q3	$593K	Hold	1,970	–	–	0.17%	75
2025 Q2	$507K	Hold	1,970	–	–	0.15%	80
2025 Q1	$394K	Hold	1,970	–	–	0.14%	65
2024 Q4	$329K	Hold	1,970	–	–	0.11%	70
2024 Q3	$372K	Hold	1,970	–	–	0.13%	70
2024 Q2	$313K	Sell	1,970 -498	-20%	-$79.5K	0.11%	76
2024 Q1	$346K	Hold	2,468	–	–	0.13%	74
2023 Q4	$251K	Hold	2,468	–	–	0.1%	80
2023 Q3	$218K	Hold	2,468	–	–	0.1%	82
2023 Q2	$216K	Buy	+2,468	New	+$200K	0.1%	86
2018 Q4	–	Sell	-1,528	Closed	-$83K	–	109
2018 Q3	$83K	Buy	+1,528	New	+$94.2K	0.06%	131
2018 Q1	–	Sell	-4,270	Closed	-$357K	–	103
2017 Q4	$357K	Sell	4,270 -10,743	-72%	-$1.03M	0.27%	84
2017 Q3	$1.74M	Sell	15,013 -3,059	-17%	-$370K	1.36%	23
2017 Q2	$2.34M	Sell	18,072 -2,572	-12%	-$353K	1.9%	15
2017 Q1	$2.95M	Sell	20,644 -2,391	-10%	-$346K	2.43%	8
2016 Q4	$3.49M	Sell	23,035 -622	-3%	-$90.4K	3.05%	7
2016 Q3	$3.36M	Sell	23,657 -585	-2%	-$87.3K	2.97%	7
2016 Q2	$3.66M	Buy	24,242 +2,262	+10%	+$330K	3.31%	3
2016 Q1	$3.35M	Buy	21,980 +3,544	+19%	+$500K	3.2%	6
2015 Q4	$2.75M	Buy	18,436 +1,373	+8%	+$195K	2.66%	7
2015 Q3	$2.06M	Buy	17,063 +49	+0.3%	+$6K	2.07%	10
2015 Q2	$2.17M	Buy	+17,014	New	+$2.21M	1.97%	10

Other funds holding GE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Westbourne Investment Advisors's GE Position: Q2 2026 in Review

Westbourne Investment Advisors increased its GE Aerospace (GE) stake by 3% in Q2 2026, buying an estimated $18.8K and bringing the position to 2,030 shares worth $759K. The position accounts for 0.21% of the portfolio, ranked #70.

Westbourne Investment Advisors first reported a position in GE in Q2 2015 and has held it in 25 quarters since. The position peaked at $3.66M in Q2 2016. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Westbourne Investment Advisors held 2,030 shares of GE Aerospace worth $759K as of Q2 2026.
Westbourne Investment Advisors bought 60 GE Aerospace shares in Q2 2026, an estimated $18.8K.
GE Aerospace made up 0.21% of Westbourne Investment Advisors's portfolio in Q2 2026, its #70 holding.
Westbourne Investment Advisors first reported a position in GE Aerospace in Q2 2015 and has held it in 25 quarters since.
Westbourne Investment Advisors's GE Aerospace position peaked at $3.66M in Q2 2016.
3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.