AAS
GE icon

Avantax Advisory Services’s GE Aerospace GE Stock Holding History

Avantax 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
2025
Q2 		$12.3M Buy
47,732
+1,174
+3% +$258K 0.07% 218
2025
Q1 		$9.32M Buy
46,558
+3,712
+9% +$730K 0.06% 264
2024
Q4 		$7.15M Buy
42,846
+6,758
+19% +$1.21M 0.04% 302
2024
Q3 		$6.81M Buy
36,088
+6,460
+22% +$1.09M 0.04% 319
2024
Q2 		$4.71M Buy
29,628
+1,578
+6% +$252K 0.03% 391
2024
Q1 		$3.93M Buy
28,050
+1,129
+4% +$133K 0.03% 364
2023
Q4 		$2.74M Sell
26,921
-492
-2% -$45.6K 0.03% 418
2023
Q3 		$2.42M Buy
27,413
+489
+2% +$43.9K 0.03% 410
2023
Q2 		$2.36M Buy
26,924
+1,700
+7% +$138K 0.03% 408
2023
Q1 		$1.92M Sell
25,224
-3,103
-11% -$208K 0.02% 454
2022
Q4 		$1.48M Buy
28,327
+1,000
+4% +$49.2K 0.02% 506
2022
Q3 		$1.05M Buy
27,327
+658
+2% +$28.9K 0.02% 549
2022
Q2 		$1.06M Buy
26,669
+1,670
+7% +$80.9K 0.02% 534
2022
Q1 		$1.42M Buy
24,999
+2,006
+9% +$120K 0.02% 452
2021
Q4 		$1.35M Sell
22,993
-2,176
-9% -$137K 0.02% 442
2021
Q3 		$1.62M Sell
25,169
-586
-2% -$37.7K 0.03% 383
2021
Q2 		$1.72M Buy
25,755
+2,631
+11% +$176K 0.03% 363
2021
Q1 		$1.52M Buy
23,124
+1,344
+6% +$81.4K 0.03% 347
2020
Q4 		$1.17M Sell
21,780
-36,906
-63% -$1.65M 0.03% 365
2020
Q3 		$1.81M Buy
58,686
+37,916
+183% +$1.23M 0.03% 381
2020
Q2 		$700K Buy
20,770
+1,518
+8% +$51.2K 0.02% 411
2020
Q1 		$763K Buy
19,252
+2,625
+16% +$140K 0.02% 348
2019
Q4 		$923K Buy
16,627
+1,841
+12% +$95.1K 0.02% 349
2019
Q3 		$657K Buy
14,786
+3,069
+26% +$144K 0.03% 279
2019
Q2 		$613K Buy
11,717
+423
+4% +$20.8K 0.03% 262
2019
Q1 		$562K Buy
11,294
+1,217
+12% +$57.3K 0.03% 256
2018
Q4 		$366K Buy
+10,077
New +$455K 0.06% 270

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Avantax Advisory Services's GE Position: Q2 2025 in Review

Avantax Advisory Services increased its GE Aerospace (GE) stake by 2.5% in Q2 2025, buying an estimated $258K and bringing the position to 47,732 shares worth $12.3M. The position accounts for 0.07% of the portfolio, ranked #218.

Avantax Advisory Services first reported a position in GE in Q4 2018 and has held it in 27 quarters since. 2,809 funds tracked by Wall St. Rank hold GE as of Q2 2025.

  • Avantax Advisory Services held 47,732 shares of GE Aerospace worth $12.3M as of Q2 2025.
  • Avantax Advisory Services bought 1,174 GE Aerospace shares in Q2 2025, an estimated $258K.
  • GE Aerospace made up 0.07% of Avantax Advisory Services's portfolio in Q2 2025, its #218 holding.
  • Avantax Advisory Services first reported a position in GE Aerospace in Q4 2018 and has held it in 27 quarters since.
  • 2,809 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.