Widmann Financial Services’s GE Aerospace GE Stock Holding History

Widmann Financial Services’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	$733K	Sell	2,584 -346	-12%	-$109K	0.44%	62
2025 Q4	$903K	Sell	2,930 -236	-7%	-$71.1K	0.55%	54
2025 Q3	$952K	Buy	3,166 +753	+31%	+$206K	0.6%	50
2025 Q2	$621K	Buy	2,413 +87	+4%	+$19.1K	0.43%	59
2025 Q1	$466K	Buy	2,326 +190	+9%	+$37.4K	0.36%	64
2024 Q4	$356K	Hold	2,136	–	–	0.28%	72
2024 Q3	$403K	Hold	2,136	–	–	0.31%	65
2024 Q2	$340K	Sell	2,136 -544	-20%	-$86.9K	0.28%	65
2024 Q1	$375K	Sell	2,680 -273	-9%	-$32.2K	0.32%	62
2023 Q4	$301K	Buy	2,953 +26	+0.9%	+$2.41K	0.27%	72
2023 Q3	$258K	Buy	2,927 +639	+28%	+$57.4K	0.26%	72
2023 Q2	$201K	Buy	+2,288	New	+$185K	0.19%	83
2022 Q1	–	Sell	-3,008	Closed	-$177K	–	222
2021 Q4	$177K	Buy	+3,008	New	+$189K	0.15%	89

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

Widmann Financial Services's GE Position: Q1 2026 in Review

Widmann Financial Services reduced its GE Aerospace (GE) stake by 12% in Q1 2026, selling an estimated $109K and leaving 2,584 shares worth $733K. The position accounts for 0.44% of the portfolio, ranked #62.

Widmann Financial Services first reported a position in GE in Q4 2021 and has held it in 13 quarters since. The position peaked at $952K in Q3 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Widmann Financial Services held 2,584 shares of GE Aerospace worth $733K as of Q1 2026.
Widmann Financial Services sold 346 GE Aerospace shares in Q1 2026, an estimated $109K.
GE Aerospace made up 0.44% of Widmann Financial Services's portfolio in Q1 2026, its #62 holding.
Widmann Financial Services first reported a position in GE Aerospace in Q4 2021 and has held it in 13 quarters since.
Widmann Financial Services's GE Aerospace position peaked at $952K in Q3 2025.
3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.