AFW
GE icon

Avantra Family Wealth’s GE Aerospace GE Stock Holding History

Avantra Family Wealth’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 		$1.09M Sell
2,913
-28
-1% -$8.77K 0.69% 38
2026
Q1 		$835K Sell
2,941
-29
-1% -$9.11K 0.62% 49
2025
Q4 		$915K Buy
2,970
+51
+2% +$15.4K 0.66% 47
2025
Q3 		$878K Buy
2,919
+48
+2% +$13.1K 0.66% 45
2025
Q2 		$739K Buy
2,871
+57
+2% +$12.5K 0.61% 46
2025
Q1 		$563K Sell
2,814
-556
-16% -$109K 0.54% 61
2024
Q4 		$562K Buy
+3,370
New +$601K 0.53% 59

Other funds holding GE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Avantra Family Wealth's GE Position: Q2 2026 in Review

Avantra Family Wealth reduced its GE Aerospace (GE) stake by 0.95% in Q2 2026, selling an estimated $8.77K and leaving 2,913 shares worth $1.09M. The position accounts for 0.69% of the portfolio, ranked #38.

Avantra Family Wealth first reported a position in GE in Q4 2024 and has held it in 7 quarters since. 1,637 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Avantra Family Wealth held 2,913 shares of GE Aerospace worth $1.09M as of Q2 2026.
  • Avantra Family Wealth sold 28 GE Aerospace shares in Q2 2026, an estimated $8.77K.
  • GE Aerospace made up 0.69% of Avantra Family Wealth's portfolio in Q2 2026, its #38 holding.
  • Avantra Family Wealth first reported a position in GE Aerospace in Q4 2024 and has held it in 7 quarters since.
  • 1,637 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.