GE β€” GE AEROSPACE

Ownership history in AdviceOne Advisory Services, LLC  Β·  4 quarters on record

AI Ownership Summary

AdviceOne Advisory Services, LLC reported GE AEROSPACE (GE) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.58% in 2025 Q3. The latest visible filing shows GE at 0.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AdviceOne Advisory Services, LLC's position in GE AEROSPACE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GE was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.58% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AdviceOne Advisory Services, LLC held GE β€” position size vs. price
% of Fund (quarterly)    GE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 2,919 +18 +0.6% 0.53% $899K 2026-02-14 (Est.) $314.95
2025 Q3 ADDED 2,901 +4 +0.1% 0.58% $873K 2025-11-19 $300.04
2025 Q2 ADDED 2,897 +21 +0.7% 0.55% $746K 2025-07-25 $270.55
2025 Q1 INITIATED 2,876 β€” β€” 0.43% $480K 2025-06-27 $253.17

FAQ About AdviceOne Advisory Services, LLC and GE

These are the practical questions this page is built to answer before you even open the full history table.

How long has AdviceOne Advisory Services, LLC reported owning GE?

AdviceOne Advisory Services, LLC reported GE across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported GE position in AdviceOne Advisory Services, LLC's portfolio?

The largest reported portfolio weight for GE was 0.58% in 2025 Q3.

What is the latest reported GE position on this page?

The most recent filing on this page is 2025 Q4, when AdviceOne Advisory Services, LLC reported 2,919 shares, equal to 0.53% of portfolio, with an estimated market value of $899K.

What does the chart on this GE ownership page compare?

The chart compares AdviceOne Advisory Services, LLC's quarterly GE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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