Xcel Wealth Management’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.5M | Sell |
4,811
-25
| -0.5% | -$8.66K | 0.37% | 60 |
|
|
2026
Q2 | $1.81M | Buy |
4,836
+41
| +0.9% | +$12.8K | 0.43% | 53 |
|
|
2026
Q1 | $1.36M | Sell |
4,795
-13,350
| -74% | -$4.2M | 0.38% | 59 |
|
|
2025
Q4 | $5.59M | Hold |
18,145
| – | – | 1.42% | 18 |
|
|
2025
Q3 | $5.46M | Buy |
18,145
+12
| +0.1% | +$3.28K | 1.42% | 17 |
|
|
2025
Q2 | $4.67M | Sell |
18,133
-31
| -0.2% | -$6.8K | 1.33% | 23 |
|
|
2025
Q1 | $3.64M | Sell |
18,164
-940
| -5% | -$185K | 1.13% | 26 |
|
|
2024
Q4 | $3.19M | Hold |
19,104
| – | – | 0.88% | 28 |
|
|
2024
Q3 | $3.6M | Sell |
19,104
-75
| -0.4% | -$12.7K | 1.05% | 26 |
|
|
2024
Q2 | $3.05M | Sell |
19,179
-4,802
| -20% | -$767K | 0.95% | 29 |
|
|
2024
Q1 | $3.36M | Sell |
23,981
-3
| -0% | -$354 | 1.05% | 28 |
|
|
2023
Q4 | $2.44M | Sell |
23,984
-126
| -0.5% | -$11.7K | 0.86% | 29 |
|
|
2023
Q3 | $2.13M | Sell |
24,110
-3,188
| -12% | -$287K | 0.84% | 32 |
|
|
2023
Q2 | $2.39M | Sell |
27,298
-5,496
| -17% | -$445K | 0.76% | 37 |
|
|
2023
Q1 | $2.5M | Sell |
32,794
-9,635
| -23% | -$645K | 0.88% | 29 |
|
|
2022
Q4 | $2.21M | Sell |
42,429
-18,192
| -30% | -$894K | 0.87% | 33 |
|
|
2022
Q3 | $2.34M | Sell |
60,621
-29,961
| -33% | -$1.32M | 0.87% | 37 |
|
|
2022
Q2 | $3.59M | Sell |
90,582
-12,574
| -12% | -$609K | 1.31% | 24 |
|
|
2022
Q1 | $5.88M | Sell |
103,156
-18,560
| -15% | -$1.11M | 1.61% | 19 |
|
|
2021
Q4 | $7.16M | Buy |
121,716
+2,215
| +2% | +$139K | 1.84% | 18 |
|
|
2021
Q3 | $7.67M | Buy |
119,501
+19,184
| +19% | +$1.23M | 2.22% | 10 |
|
|
2021
Q2 | $6.73M | Buy |
100,317
+26,026
| +35% | +$1.74M | 2.03% | 16 |
|
|
2021
Q1 | $4.86M | Buy |
74,291
+11,106
| +18% | +$673K | 1.73% | 17 |
|
|
2020
Q4 | $3.4M | Buy |
63,185
+3,451
| +6% | +$155K | 1.47% | 22 |
|
|
2020
Q3 | $1.85M | Sell |
59,734
-8,627
| -13% | -$280K | 0.95% | 34 |
|
|
2020
Q2 | $2.33M | Buy |
68,361
+13,392
| +24% | +$452K | 1.44% | 23 |
|
|
2020
Q1 | $2.18M | Buy |
54,969
+50,142
| +1,039% | +$2.67M | 1.96% | 19 |
|
|
2019
Q4 | $268K | Buy |
4,827
+1,046
| +28% | +$54K | 0.22% | 65 |
|
|
2019
Q3 | $168K | Buy |
3,781
+524
| +16% | +$24.6K | 0.16% | 72 |
|
|
2019
Q2 | $170K | Buy |
3,257
+146
| +5% | +$7.19K | 0.17% | 73 |
|
|
2019
Q1 | $154K | Sell |
3,111
-2,522
| -45% | -$119K | 0.16% | 77 |
|
|
2018
Q4 | $204K | Buy |
+5,633
| New | +$254K | 0.25% | 59 |
|
Other funds holding GE
Xcel Wealth Management's GE Position: Q3 2026 in Review
Xcel Wealth Management reduced its GE Aerospace (GE) stake by 0.52% in Q3 2026, selling an estimated $8.66K and leaving 4,811 shares worth $1.5M. The position accounts for 0.37% of the portfolio, ranked #60.
Xcel Wealth Management first reported a position in GE in Q4 2018 and has held it in 32 quarters since. The position peaked at $7.67M in Q3 2021. 2,112 funds tracked by Wall St. Rank hold GE as of Q3 2026.
- Xcel Wealth Management held 4,811 shares of GE Aerospace worth $1.5M as of Q3 2026.
- Xcel Wealth Management sold 25 GE Aerospace shares in Q3 2026, an estimated $8.66K.
- GE Aerospace made up 0.37% of Xcel Wealth Management's portfolio in Q3 2026, its #60 holding.
- Xcel Wealth Management first reported a position in GE Aerospace in Q4 2018 and has held it in 32 quarters since.
- Xcel Wealth Management's GE Aerospace position peaked at $7.67M in Q3 2021.
- 2,112 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.
Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.