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Advisor OS’s GE Aerospace GE Stock Holding History

Advisor OS’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
Q2 		$2.17M Sell
5,793
-1,826
-24% -$572K 0.14% 107
2026
Q1 		$2.16M Buy
7,619
+260
+4% +$81.7K 0.16% 96
2025
Q4 		$2.27M Sell
7,359
-455
-6% -$137K 0.18% 87
2025
Q3 		$2.35M Buy
7,814
+1,143
+17% +$312K 0.2% 70
2025
Q2 		$1.72M Buy
6,671
+284
+4% +$62.3K 0.17% 87
2025
Q1 		$1.28M Buy
6,387
+245
+4% +$48.2K 0.15% 99
2024
Q4 		$1.02M Buy
6,142
+1,286
+26% +$229K 0.12% 116
2024
Q3 		$916K Buy
4,856
+1,685
+53% +$285K 0.09% 162
2024
Q2 		$504K Sell
3,171
-750
-19% -$120K 0.06% 246
2024
Q1 		$549K Sell
3,921
-849
-18% -$100K 0.06% 223
2023
Q4 		$486K Sell
4,770
-272
-5% -$25.2K 0.06% 214
2023
Q3 		$445K Sell
5,042
-342
-6% -$30.7K 0.07% 196
2023
Q2 		$472K Buy
5,384
+1,901
+55% +$154K 0.08% 205
2023
Q1 		$266K Buy
+3,483
New +$233K 0.06% 206

Other funds holding GE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Advisor OS's GE Position: Q2 2026 in Review

Advisor OS reduced its GE Aerospace (GE) stake by 24% in Q2 2026, selling an estimated $572K and leaving 5,793 shares worth $2.17M. The position accounts for 0.14% of the portfolio, ranked #107.

Advisor OS first reported a position in GE in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.35M in Q3 2025. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Advisor OS held 5,793 shares of GE Aerospace worth $2.17M as of Q2 2026.
  • Advisor OS sold 1,826 GE Aerospace shares in Q2 2026, an estimated $572K.
  • GE Aerospace made up 0.14% of Advisor OS's portfolio in Q2 2026, its #107 holding.
  • Advisor OS first reported a position in GE Aerospace in Q1 2023 and has held it in 14 quarters since.
  • Advisor OS's GE Aerospace position peaked at $2.35M in Q3 2025.
  • 3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.