Winthrop Advisory Group’s GE Aerospace GE Stock Holding History

Winthrop Advisory Group’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 Q3	$560K	Buy	1,792 +6	+0.3%	+$2.08K	0.03%	114
2026 Q2	$667K	Buy	1,786 +16	+0.9%	+$5.01K	0.05%	106
2026 Q1	$503K	Buy	1,770 +17	+1%	+$5.34K	0.04%	105
2025 Q4	$540K	Buy	1,753 +196	+13%	+$59K	0.05%	99
2025 Q3	$469K	Sell	1,557 -160	-9%	-$43.7K	0.04%	109
2025 Q2	$442K	Buy	1,717 +116	+7%	+$25.5K	0.04%	109
2025 Q1	$321K	Sell	1,601 -88	-5%	-$17.3K	0.04%	113
2024 Q4	$282K	Buy	1,689 +215	+15%	+$38.4K	0.03%	124
2024 Q3	$278K	Sell	1,474 -23	-2%	-$3.9K	0.03%	117
2024 Q2	$238K	Buy	+1,497	New	+$239K	0.03%	122
2021 Q4	–	Sell	-4,873	Closed	-$313K	–	147
2021 Q3	$313K	Buy	4,873 +1,062	+28%	+$68.3K	0.07%	95
2021 Q2	$256K	Buy	3,811 +110	+3%	+$7.34K	0.06%	108
2021 Q1	$242K	Buy	3,701 +1	+0%	+$61	0.06%	114
2020 Q4	$199K	Sell	3,700 -184	-5%	-$8.24K	0.05%	130
2020 Q3	$120K	Buy	3,884 +1,622	+72%	+$52.7K	0.04%	114
2020 Q2	$76K	Buy	2,262 +22	+1%	+$742	0.03%	91
2020 Q1	$89K	Buy	2,240 +216	+11%	+$11.5K	0.04%	86
2019 Q4	$113K	Sell	2,024 -428	-17%	-$22.1K	0.04%	98
2019 Q3	$109K	Buy	2,452 +1	+0%	+$47	0.04%	94
2019 Q2	$128K	Buy	+2,451	New	+$121K	0.05%	85
2018 Q4	–	Sell	-2,570	Closed	-$139K	–	92
2018 Q3	$139K	Sell	2,570 -1,390	-35%	-$85.7K	0.08%	85
2018 Q2	$258K	Buy	3,960 +15	+0.4%	+$1K	0.17%	64
2018 Q1	$279K	Sell	3,945 -716	-15%	-$53K	0.2%	61
2017 Q4	$422K	Buy	+4,661	New	+$445K	0.3%	47

Other funds holding GE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Winthrop Advisory Group's GE Position: Q3 2026 in Review

Winthrop Advisory Group increased its GE Aerospace (GE) stake by 0.34% in Q3 2026, buying an estimated $2.08K and bringing the position to 1,792 shares worth $560K. The position accounts for 0.03% of the portfolio, ranked #114.

Winthrop Advisory Group first reported a position in GE in Q4 2017 and has held it in 24 quarters since. The position peaked at $667K in Q2 2026. 1,980 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Winthrop Advisory Group held 1,792 shares of GE Aerospace worth $560K as of Q3 2026.
Winthrop Advisory Group bought 6 GE Aerospace shares in Q3 2026, an estimated $2.08K.
GE Aerospace made up 0.03% of Winthrop Advisory Group's portfolio in Q3 2026, its #114 holding.
Winthrop Advisory Group first reported a position in GE Aerospace in Q4 2017 and has held it in 24 quarters since.
Winthrop Advisory Group's GE Aerospace position peaked at $667K in Q2 2026.
1,980 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.