Allegiance Financial Group Advisory Services’s GE Aerospace GE Stock Holding History

Allegiance Financial Group Advisory Services’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	$1.55M	Sell	4,160 -220	-5%	-$68.9K	0.27%	36
2026 Q1	$1.24M	Buy	4,380 +222	+5%	+$69.8K	0.25%	40
2025 Q4	$1.28M	Buy	4,158 +457	+12%	+$138K	0.27%	38
2025 Q3	$1.11M	Hold	3,701	–	–	0.26%	38
2025 Q2	$953K	Sell	3,701 -103	-3%	-$22.6K	0.25%	39
2025 Q1	$761K	Buy	3,804 +708	+23%	+$139K	0.23%	43
2024 Q4	$516K	Buy	3,096 +1,240	+67%	+$221K	0.17%	52
2024 Q3	$350K	Buy	+1,856	New	+$314K	0.12%	55

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

Allegiance Financial Group Advisory Services's GE Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services reduced its GE Aerospace (GE) stake by 5% in Q2 2026, selling an estimated $68.9K and leaving 4,160 shares worth $1.55M. The position accounts for 0.27% of the portfolio, ranked #36.

Allegiance Financial Group Advisory Services first reported a position in GE in Q3 2024 and has held it in 8 quarters since. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Allegiance Financial Group Advisory Services held 4,160 shares of GE Aerospace worth $1.55M as of Q2 2026.
Allegiance Financial Group Advisory Services sold 220 GE Aerospace shares in Q2 2026, an estimated $68.9K.
GE Aerospace made up 0.27% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #36 holding.
Allegiance Financial Group Advisory Services first reported a position in GE Aerospace in Q3 2024 and has held it in 8 quarters since.
3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.