Simplicity Wealth,LLC 13F: Adds $5.4M to GE Aerospace (GE) Stake

Simplicity Wealth, LLC boosted its stake in GE Aerospace (NYSE: GE) by 17,172 shares, increasing its total holdings to 24,073 shares. This position is valued at about $7.5 million, according to the fund's latest Form 13F filing with the SEC on October 23, 2026.

The increase represents a 248.8% rise in Simplicity Wealth's position in GE Aerospace, showing significant confidence in the company's future. The fund's reported value for this position now makes it a more substantial part of their portfolio.

GE GE Aerospace

$285.64 ▼ -10.57% year to date

1M 3M YTD

Daily close · Oct 23, 2026

Where GE Aerospace Fits in Simplicity Wealth's Portfolio

This stake in GE Aerospace accounts for a notable portion of Simplicity Wealth's reported 13F portfolio, reflecting its growing importance. GE Aerospace ranks high among the fund's positions, indicating a strong belief in its potential.

GE Aerospace Stock Down 2.7%

As of October 25, 2026, GE shares were recently trading around $285.64, which is about equal to the closing price on October 23, 2026. The stock is currently below its 50-day and 200-day moving averages, suggesting it may be facing some challenges in the market.

Recent Earnings

GE Aerospace reported trailing twelve-month revenue of approximately $52.6 billion, with a net margin of 17.3% and a return on equity of 50.2%. The next earnings report is expected on January 21, 2027.

Dividend

GE Aerospace pays an annual dividend of $1.88 per share, providing a yield of 0.66%. This dividend policy reflects the company's commitment to returning value to its shareholders.

Insider Buying and Selling at GE Aerospace

Recently, several insiders sold shares of GE Aerospace. Officer Riccardo Procacci sold 1,517 shares on July 23, 2026, while Officer Mohamed Ali sold 8,096 shares the following day. Officer Robert M Giglietti also sold 10,242 shares on August 11, 2026. These transactions were not under a Rule 10b5-1 plan.

Analysts Set New Price Targets

On October 21, 2026, several analysts maintained their ratings on GE Aerospace. UBS kept a "Buy" rating with a price target of $380.00, while JP Morgan maintained an "Overweight" rating with a target of $375.00. The consensus recommendation among analysts remains a strong buy, with a mean price target of $378.90.

About GE Aerospace

GE Aerospace designs and produces engines for commercial and defense aircraft, along with related systems and components. The company operates in a crucial industry that supports both commercial aviation and military defense.

Bottom Line

Simplicity Wealth's increased stake in GE Aerospace signals growing confidence in the company's prospects. Investors should keep an eye on the upcoming earnings report on January 21, 2027, for further insights into its performance.