Affinity Wealth Management’s GE Aerospace GE Stock Holding History

Affinity Wealth Management’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	$507K	Sell	1,358 -31	-2%	-$9.71K	0.07%	61
2026 Q1	$394K	Buy	1,389 +1	+0.1%	+$314	0.06%	66
2025 Q4	$428K	Hold	1,388	–	–	0.06%	65
2025 Q3	$417K	Buy	1,388 +1	+0.1%	+$273	0.06%	64
2025 Q2	$357K	Buy	1,387 +69	+5%	+$15.1K	0.06%	70
2025 Q1	$264K	Buy	1,318 +56	+4%	+$11K	0.05%	80
2024 Q4	$210K	Buy	1,262 +45	+4%	+$8.03K	0.04%	97
2024 Q3	$230K	Buy	+1,217	New	+$206K	0.04%	101
2024 Q2	–	Sell	-1,525	Closed	-$214K	–	105
2024 Q1	$214K	Buy	+1,525	New	+$180K	0.04%	98
2019 Q2	–	Sell	-2,231	Closed	-$111K	–	101
2019 Q1	$111K	Sell	2,231 -93	-4%	-$4.38K	0.04%	100
2018 Q4	$84K	Buy	+2,324	New	+$105K	0.05%	94
2017 Q3	$519K	Sell	4,478 -100	-2%	-$12.1K	0.32%	26
2017 Q2	$593K	Sell	4,578 -208	-4%	-$28.5K	0.38%	18
2017 Q1	$683K	Buy	4,786 +152	+3%	+$22K	0.38%	18
2016 Q4	$702K	Sell	4,634 -17	-0.4%	-$2.47K	0.4%	21
2016 Q3	$660K	Buy	4,651 +176	+4%	+$26.3K	0.43%	22
2016 Q2	$675K	Sell	4,475 -11	-0.2%	-$1.6K	0.46%	19
2016 Q1	$684K	Buy	4,486 +876	+24%	+$124K	0.42%	21
2015 Q4	$539K	Sell	3,610 -154	-4%	-$21.9K	0.35%	21
2015 Q3	$455K	Sell	3,764 -238	-6%	-$29.2K	0.46%	19
2015 Q2	$509K	Buy	4,002 +250	+7%	+$32.4K	0.33%	20
2015 Q1	$446K	Buy	3,752 +50	+1%	+$5.95K	0.26%	22
2014 Q4	$448K	Buy	+3,702	New	+$455K	0.36%	16
2014 Q2	$457K	Buy	+3,627	New	+$461K	0.44%	10
2013 Q3	$465K	Buy	4,063 +487	+14%	+$55.8K	0.2%	32
2013 Q2	$397K	Buy	+3,576	New	+$396K	0.18%	29

Other funds holding GE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Affinity Wealth Management's GE Position: Q2 2026 in Review

Affinity Wealth Management reduced its GE Aerospace (GE) stake by 2.2% in Q2 2026, selling an estimated $9.71K and leaving 1,358 shares worth $507K. The position accounts for 0.07% of the portfolio, ranked #61.

Affinity Wealth Management first reported a position in GE in Q2 2013 and has held it in 26 quarters since. The position peaked at $702K in Q4 2016. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Affinity Wealth Management held 1,358 shares of GE Aerospace worth $507K as of Q2 2026.
Affinity Wealth Management sold 31 GE Aerospace shares in Q2 2026, an estimated $9.71K.
GE Aerospace made up 0.07% of Affinity Wealth Management's portfolio in Q2 2026, its #61 holding.
Affinity Wealth Management first reported a position in GE Aerospace in Q2 2013 and has held it in 26 quarters since.
Affinity Wealth Management's GE Aerospace position peaked at $702K in Q4 2016.
3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.