Atria Wealth Solutions’s GE Aerospace GE Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$9.11M	Sell	35,808 -9,684	-21%	-$2.12M	0.21%	108
2025 Q1	$9.11M	Buy	45,492 +2,566	+6%	+$505K	0.11%	200
2024 Q4	$7.16M	Sell	42,926 -1,009	-2%	-$180K	0.08%	259
2024 Q3	$8.29M	Sell	43,935 -2,494	-5%	-$423K	0.09%	233
2024 Q2	$7.38M	Sell	46,429 -15,725	-25%	-$2.51M	0.08%	251
2024 Q1	$8.71M	Buy	62,154 +4,709	+8%	+$555K	0.1%	221
2023 Q4	$5.85M	Sell	57,445 -669	-1%	-$62K	0.07%	270
2023 Q3	$5.13M	Buy	58,114 +1,678	+3%	+$151K	0.07%	287
2023 Q2	$4.95M	Buy	56,436 +704	+1%	+$57K	0.07%	289
2023 Q1	$4.25M	Sell	55,732 -31,941	-36%	-$2.14M	0.06%	305
2022 Q4	$4.58M	Sell	87,673 -1,827	-2%	-$89.8K	0.07%	270
2022 Q3	$3.45M	Buy	89,500 +52,196	+140%	+$2.3M	0.06%	319
2022 Q2	$1.48M	Sell	37,304 -42,191	-53%	-$2.04M	0.03%	545
2022 Q1	$4.54M	Buy	+79,495	New	+$4.74M	0.08%	274

Other funds holding GE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Atria Wealth Solutions's GE Position: Q2 2025 in Review

Atria Wealth Solutions reduced its GE Aerospace (GE) stake by 21% in Q2 2025, selling an estimated $2.12M and leaving 35,808 shares worth $9.11M. The position accounts for 0.21% of the portfolio, ranked #108.

Atria Wealth Solutions first reported a position in GE in Q1 2022 and has held it in 14 quarters since. 2,815 funds tracked by Wall St. Rank hold GE as of Q2 2025.

Atria Wealth Solutions held 35,808 shares of GE Aerospace worth $9.11M as of Q2 2025.
Atria Wealth Solutions sold 9,684 GE Aerospace shares in Q2 2025, an estimated $2.12M.
GE Aerospace made up 0.21% of Atria Wealth Solutions's portfolio in Q2 2025, its #108 holding.
Atria Wealth Solutions first reported a position in GE Aerospace in Q1 2022 and has held it in 14 quarters since.
2,815 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.