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Williams Jones Wealth Management’s GE Aerospace GE Stock Holding History

Williams Jones 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 		$9.16M Buy
32,284
+329
+1% +$103K 0.11% 102
2025
Q4 		$9.84M Sell
31,955
-749
-2% -$226K 0.11% 99
2025
Q3 		$9.84M Sell
32,704
-1,241
-4% -$339K 0.11% 100
2025
Q2 		$8.74M Buy
33,945
+2,090
+7% +$459K 0.1% 105
2025
Q1 		$6.38M Buy
31,855
+9
+0% +$1.77K 0.08% 122
2024
Q4 		$5.31M Buy
31,846
+299
+0.9% +$53.4K 0.06% 131
2024
Q3 		$5.95M Buy
31,547
+230
+0.7% +$39K 0.07% 130
2024
Q2 		$4.98M Sell
31,317
-8,191
-21% -$1.31M 0.06% 134
2024
Q1 		$5.53M Sell
39,508
-696
-2% -$82K 0.07% 125
2023
Q4 		$4.1M Buy
40,204
+126
+0.3% +$11.7K 0.06% 136
2023
Q3 		$3.54M Buy
40,078
+1,363
+4% +$123K 0.05% 144
2023
Q2 		$3.39M Sell
38,715
-169
-0.4% -$13.7K 0.05% 152
2023
Q1 		$2.97M Sell
38,884
-10,933
-22% -$731K 0.05% 167
2022
Q4 		$2.6M Sell
49,817
-902
-2% -$44.3K 0.04% 179
2022
Q3 		$1.96M Sell
50,719
-475
-0.9% -$20.9K 0.03% 203
2022
Q2 		$2.03M Buy
51,194
+33,554
+190% +$1.63M 0.03% 207
2022
Q1 		$1.01M Buy
17,640
+13,003
+280% +$776K 0.01% 262
2021
Q4 		$273K Sell
4,637
-323
-7% -$20.3K ﹤0.01% 410
2021
Q3 		$318K Sell
4,960
-413
-8% -$26.6K ﹤0.01% 390
2021
Q2 		$360K Buy
5,373
+76
+1% +$5.07K 0.01% 373
2021
Q1 		$347K Buy
5,297
+7
+0.1% +$424 0.01% 363
2020
Q4 		$285K Sell
5,290
-208
-4% -$9.32K ﹤0.01% 377
2020
Q3 		$171K Sell
5,498
-2,067
-27% -$67.2K ﹤0.01% 405
2020
Q2 		$258K Sell
7,565
-1,146
-13% -$38.6K 0.01% 338
2020
Q1 		$345K Buy
8,711
+323
+4% +$17.2K 0.01% 275
2019
Q4 		$467K Sell
8,388
-391
-4% -$20.2K 0.01% 288
2019
Q3 		$391K Buy
+8,779
New +$413K 0.01% 302

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

Williams Jones Wealth Management's GE Position: Q1 2026 in Review

Williams Jones Wealth Management increased its GE Aerospace (GE) stake by 1% in Q1 2026, buying an estimated $103K and bringing the position to 32,284 shares worth $9.16M. The position accounts for 0.11% of the portfolio, ranked #102.

Williams Jones Wealth Management first reported a position in GE in Q3 2019 and has held it in 27 quarters since. The position peaked at $9.84M in Q4 2025. 3,210 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Williams Jones Wealth Management held 32,284 shares of GE Aerospace worth $9.16M as of Q1 2026.
  • Williams Jones Wealth Management bought 329 GE Aerospace shares in Q1 2026, an estimated $103K.
  • GE Aerospace made up 0.11% of Williams Jones Wealth Management's portfolio in Q1 2026, its #102 holding.
  • Williams Jones Wealth Management first reported a position in GE Aerospace in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's GE Aerospace position peaked at $9.84M in Q4 2025.
  • 3,210 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.