Allium Financial Advisors’s GE Aerospace GE Stock Holding History

Allium Financial Advisors’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	$461K	Buy	1,233 +120	+11%	+$37.6K	0.3%	46
2026 Q1	$316K	Sell	1,113 -304	-21%	-$95.5K	0.25%	55
2025 Q4	$436K	Sell	1,417 -17	-1%	-$5.12K	0.35%	43
2025 Q3	$432K	Sell	1,434 -13	-0.9%	-$3.55K	0.36%	44
2025 Q2	$372K	Buy	1,447 +13	+0.9%	+$2.85K	0.32%	49
2025 Q1	$287K	Buy	+1,434	New	+$282K	0.26%	57

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

Allium Financial Advisors's GE Position: Q2 2026 in Review

Allium Financial Advisors increased its GE Aerospace (GE) stake by 11% in Q2 2026, buying an estimated $37.6K and bringing the position to 1,233 shares worth $461K. The position accounts for 0.3% of the portfolio, ranked #46.

Allium Financial Advisors first reported a position in GE in Q1 2025 and has held it in 6 quarters since. 3,449 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Allium Financial Advisors held 1,233 shares of GE Aerospace worth $461K as of Q2 2026.
Allium Financial Advisors bought 120 GE Aerospace shares in Q2 2026, an estimated $37.6K.
GE Aerospace made up 0.3% of Allium Financial Advisors's portfolio in Q2 2026, its #46 holding.
Allium Financial Advisors first reported a position in GE Aerospace in Q1 2025 and has held it in 6 quarters since.
3,449 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.