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Whalen Wealth Management’s GE Aerospace GE Stock Holding History

Whalen Wealth Management’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 		$781K Sell
2,753
-1,237
-31% -$389K 0.42% 62
2025
Q4 		$1.23M Buy
+3,990
New +$1.2M 0.66% 40

Other funds holding GE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Whalen Wealth Management's GE Position: Q1 2026 in Review

Whalen Wealth Management reduced its GE Aerospace (GE) stake by 31% in Q1 2026, selling an estimated $389K and leaving 2,753 shares worth $781K. The position accounts for 0.42% of the portfolio, ranked #62.

Whalen Wealth Management first reported a position in GE in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.23M in Q4 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Whalen Wealth Management held 2,753 shares of GE Aerospace worth $781K as of Q1 2026.
  • Whalen Wealth Management sold 1,237 GE Aerospace shares in Q1 2026, an estimated $389K.
  • GE Aerospace made up 0.42% of Whalen Wealth Management's portfolio in Q1 2026, its #62 holding.
  • Whalen Wealth Management first reported a position in GE Aerospace in Q4 2025 and has held it in 2 quarters since.
  • Whalen Wealth Management's GE Aerospace position peaked at $1.23M in Q4 2025.
  • 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.