WMS Partners’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,072
Closed -$1.18M 102
2024
Q4
$1.18M Sell
7,072
-44
-0.6% -$7.85K 0.07% 112
2024
Q3
$1.34M Buy
7,116
+288
+4% +$48.8K 0.08% 102
2024
Q2
$1.09M Sell
6,828
-1,805
-21% -$288K 0.07% 102
2024
Q1
$1.21M Sell
8,633
-392
-4% -$46.2K 0.08% 99
2023
Q4
$919K Sell
9,025
-1,392
-13% -$129K 0.07% 108
2023
Q3
$919K Sell
10,417
-187
-2% -$16.8K 0.07% 104
2023
Q2
$930K Sell
10,604
-47
-0.4% -$3.81K 0.07% 107
2023
Q1
$813K Sell
10,651
-2,817
-21% -$188K 0.07% 111
2022
Q4
$703K Sell
13,468
-55
-0.4% -$2.7K 0.07% 125
2022
Q3
$522K Buy
13,523
+286
+2% +$12.6K 0.07% 134
2022
Q2
$525K Sell
13,237
-822
-6% -$39.8K 0.08% 132
2022
Q1
$801K Sell
14,059
-93
-0.7% -$5.55K 0.11% 96
2021
Q4
$833K Hold
14,152
0.18% 85
2021
Q3
$908K Sell
14,152
-14
-0.1% -$900 0.13% 90
2021
Q2
$950K Buy
14,166
+100
+0.7% +$6.67K 0.14% 83
2021
Q1
$920K Buy
14,066
+40
+0.3% +$2.42K 0.21% 68
2020
Q4
$755K Sell
14,026
-20
-0.1% -$896 0.13% 86
2020
Q3
$436K Buy
14,046
+41
+0.3% +$1.33K 0.08% 128
2020
Q2
$477K Sell
14,005
-177
-1% -$5.97K 0.1% 111
2020
Q1
$561K Buy
14,182
+395
+3% +$21.1K 0.16% 77
2019
Q4
$767K Sell
13,787
-783
-5% -$40.5K 0.17% 76
2019
Q3
$649K Sell
14,570
-2,576
-15% -$121K 0.16% 89
2019
Q2
$897K Buy
17,146
+4,045
+31% +$199K 0.22% 66
2019
Q1
$652K Sell
13,101
-1,558
-11% -$73.4K 0.16% 85
2018
Q4
$532K Sell
14,659
-5,303
-27% -$239K 0.15% 94
2018
Q3
$1.08M Buy
19,962
+515
+3% +$31.7K 0.12% 76
2018
Q2
$1.27M Sell
19,447
-2,050
-10% -$137K 0.15% 72
2018
Q1
$1.39M Sell
21,497
-10,498
-33% -$778K 0.16% 71
2017
Q4
$2.68M Sell
31,995
-51,974
-62% -$4.96M 0.3% 55
2017
Q3
$9.73M Sell
83,969
-1,371
-2% -$166K 1.16% 29
2017
Q2
$11M Sell
85,340
-888
-1% -$122K 1.37% 23
2017
Q1
$12.3M Sell
86,228
-254
-0.3% -$36.8K 1.55% 23
2016
Q4
$13.1M Buy
86,482
+665
+0.8% +$96.6K 1.74% 20
2016
Q3
$12.2M Buy
85,817
+628
+0.7% +$93.7K 1.63% 20
2016
Q2
$12.9M Sell
85,189
-1,439
-2% -$210K 1.78% 16
2016
Q1
$13.2M Buy
86,628
+2,092
+2% +$295K 1.83% 14
2015
Q4
$12.6M Sell
84,536
-607
-0.7% -$86.2K 1.82% 16
2015
Q3
$10.3M Sell
85,143
-7,207
-8% -$883K 1.57% 23
2015
Q2
$11.8M Buy
92,350
+1,704
+2% +$221K 1.37% 23
2015
Q1
$10.8M Buy
90,646
+10,103
+13% +$1.2M 1.32% 23
2014
Q4
$9.75M Sell
80,543
-664
-0.8% -$81.7K 1.5% 24
2014
Q3
$9.97M Hold
81,207
1.56% 21
2014
Q2
$10.2M Buy
81,207
+1,264
+2% +$161K 1.58% 21
2014
Q1
$9.92M Buy
79,943
+6,362
+9% +$786K 1.59% 20
2013
Q4
$9.88M Buy
73,581
+1,480
+2% +$186K 1.63% 20
2013
Q3
$8.26M Buy
72,101
+50,277
+230% +$5.77M 1.58% 24
2013
Q2
$2.42M Buy
+21,824
New +$2.42M 0.44% 54

Other funds holding GE

WMS Partners's GE Position: Q1 2025 in Review

WMS Partners sold out of GE Aerospace (GE) in Q1 2025, closing a stake of 7,072 shares — an estimated $1.18M sold.

WMS Partners first reported a position in GE in Q2 2013 and held it in 47 quarters. The position peaked at $13.2M in Q1 2016. 2,613 funds tracked by Wall St. Rank hold GE as of Q1 2025.

  • WMS Partners reported no remaining GE Aerospace position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 7,072 GE Aerospace shares in Q1 2025, an estimated $1.18M.
  • WMS Partners first reported a position in GE Aerospace in Q2 2013 and held it in 47 quarters.
  • WMS Partners's GE Aerospace position peaked at $13.2M in Q1 2016.
  • 2,613 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.