WFA of San Diego’s GE Aerospace GE Stock Holding History

WFA of San Diego’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	$313K	Sell	1,102 -3	-0.3%	-$943	0.25%	64
2025 Q4	$340K	Hold	1,105	–	–	0.25%	68
2025 Q3	$332K	Sell	1,105 -3	-0.3%	-$820	0.23%	74
2025 Q2	$285K	Buy	+1,108	New	+$243K	0.21%	78
2024 Q3	$233K	Sell	1,236 -7	-0.6%	-$1.19K	0.2%	84
2024 Q2	$198K	Buy	+1,243	New	+$198K	0.18%	85
2023 Q3	$152K	Sell	1,727 -215	-11%	-$19.3K	0.16%	90
2023 Q2	$170K	Buy	+1,942	New	+$157K	0.17%	88
2023 Q1	–	Sell	-3,295	Closed	-$172K	–	190
2022 Q4	$172K	Buy	+3,295	New	+$162K	0.13%	96
2022 Q3	–	Sell	-3,493	Closed	-$139K	–	190
2022 Q2	$139K	Sell	3,493 -297	-8%	-$14.4K	0.12%	95
2022 Q1	$216K	Sell	3,790 -826	-18%	-$49.3K	0.16%	86
2021 Q4	$272K	Buy	4,616 +237	+5%	+$14.9K	0.16%	100
2021 Q3	$281K	Sell	4,379 -105	-2%	-$6.75K	0.2%	84
2021 Q2	$301K	Sell	4,484 -71	-2%	-$4.74K	0.23%	71
2021 Q1	$298K	Buy	4,555 +39	+0.9%	+$2.36K	0.25%	71
2020 Q4	$10	Sell	4,516 -234	-5%	-$10.5K	﹤0.01%	90
2020 Q3	$147K	Sell	4,750 -32,342	-87%	-$1.05M	0.14%	75
2020 Q2	$2.03M	Buy	+37,092	New	+$1.25M	0.47%	41

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

WFA of San Diego's GE Position: Q1 2026 in Review

WFA of San Diego reduced its GE Aerospace (GE) stake by 0.27% in Q1 2026, selling an estimated $943 and leaving 1,102 shares worth $313K. The position accounts for 0.25% of the portfolio, ranked #64.

WFA of San Diego first reported a position in GE in Q2 2020 and has held it in 18 quarters since. The position peaked at $2.03M in Q2 2020. 3,209 funds tracked by Wall St. Rank hold GE as of Q1 2026.

WFA of San Diego held 1,102 shares of GE Aerospace worth $313K as of Q1 2026.
WFA of San Diego sold 3 GE Aerospace shares in Q1 2026, an estimated $943.
GE Aerospace made up 0.25% of WFA of San Diego's portfolio in Q1 2026, its #64 holding.
WFA of San Diego first reported a position in GE Aerospace in Q2 2020 and has held it in 18 quarters since.
WFA of San Diego's GE Aerospace position peaked at $2.03M in Q2 2020.
3,209 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.