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Arkadios Wealth Advisors’s GE Aerospace GE Stock Holding History

Arkadios Wealth 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 		$11.2M Sell
29,835
-931
-3% -$291K 0.17% 135
2026
Q1 		$8.73M Buy
30,766
+5,959
+24% +$1.87M 0.14% 169
2025
Q4 		$7.64M Buy
24,807
+2,513
+11% +$757K 0.15% 149
2025
Q3 		$6.71M Buy
22,294
+2,231
+11% +$610K 0.16% 144
2025
Q2 		$5.16M Buy
20,063
+10,799
+117% +$2.37M 0.15% 152
2025
Q1 		$1.85M Buy
9,264
+2,853
+45% +$561K 0.07% 303
2024
Q4 		$1.07M Buy
6,411
+388
+6% +$69.2K 0.06% 315
2024
Q3 		$1.14M Buy
6,023
+140
+2% +$23.7K 0.06% 288
2024
Q2 		$935K Sell
5,883
-210
-3% -$33.5K 0.06% 299
2024
Q1 		$854K Sell
6,093
-456
-7% -$53.7K 0.07% 269
2023
Q4 		$667K Buy
6,549
+1,106
+20% +$102K 0.06% 301
2023
Q3 		$480K Buy
5,443
+1,034
+23% +$92.9K 0.05% 347
2023
Q2 		$387K Buy
4,409
+51
+1% +$4.13K 0.04% 376
2023
Q1 		$332K Sell
4,358
-1,419
-25% -$94.9K 0.04% 404
2022
Q4 		$302K Buy
5,777
+292
+5% +$14.4K 0.04% 403
2022
Q3 		$212K Buy
+5,485
New +$241K 0.03% 470
2022
Q2 		– Sell
-6,314
Closed -$360K – 570
2022
Q1 		$360K Buy
6,314
+157
+3% +$9.37K 0.05% 387
2021
Q4 		$362K Buy
6,157
+692
+13% +$43.5K 0.05% 397
2021
Q3 		$350K Buy
5,465
+542
+11% +$34.8K 0.05% 367
2021
Q2 		$330K Buy
4,923
+519
+12% +$34.6K 0.04% 430
2021
Q1 		$288K Sell
4,404
-682
-13% -$41.3K 0.05% 349
2020
Q4 		$273K Buy
5,086
+570
+13% +$25.5K 0.06% 273
2020
Q3 		$164K Sell
4,516
-1,049
-19% -$34.1K 0.08% 208
2020
Q2 		$191K Buy
5,565
+2,004
+56% +$67.6K 0.11% 158
2020
Q1 		$141K Buy
3,561
+753
+27% +$40.1K 0.09% 186
2019
Q4 		$181K Buy
+2,808
New +$145K 0.11% 165

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

Arkadios Wealth Advisors's GE Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its GE Aerospace (GE) stake by 3% in Q2 2026, selling an estimated $291K and leaving 29,835 shares worth $11.2M. The position accounts for 0.17% of the portfolio, ranked #135.

Arkadios Wealth Advisors first reported a position in GE in Q4 2019 and has held it in 26 quarters since. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Arkadios Wealth Advisors held 29,835 shares of GE Aerospace worth $11.2M as of Q2 2026.
  • Arkadios Wealth Advisors sold 931 GE Aerospace shares in Q2 2026, an estimated $291K.
  • GE Aerospace made up 0.17% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #135 holding.
  • Arkadios Wealth Advisors first reported a position in GE Aerospace in Q4 2019 and has held it in 26 quarters since.
  • 3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.