Aventura Private Wealth’s GE Aerospace GE Stock Holding History

Aventura Private 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	$3.09M	Buy	8,269 +261	+3%	+$81.7K	0.95%	17
2026 Q1	$2.27M	Sell	8,008 -16	-0.2%	-$5.03K	0.83%	17
2025 Q4	$2.47M	Buy	8,024 +32	+0.4%	+$9.64K	0.89%	17
2025 Q3	$2.4M	Buy	7,992 +1,681	+27%	+$459K	0.89%	19
2025 Q2	$1.62M	Buy	6,311 +550	+10%	+$121K	0.7%	28
2025 Q1	$1.15M	Buy	5,761 +1,123	+24%	+$221K	0.6%	35
2024 Q4	$774K	Buy	+4,638	New	+$828K	0.42%	54

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

Aventura Private Wealth's GE Position: Q2 2026 in Review

Aventura Private Wealth increased its GE Aerospace (GE) stake by 3.3% in Q2 2026, buying an estimated $81.7K and bringing the position to 8,269 shares worth $3.09M. The position accounts for 0.95% of the portfolio, ranked #17.

Aventura Private Wealth first reported a position in GE in Q4 2024 and has held it in 7 quarters since. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Aventura Private Wealth held 8,269 shares of GE Aerospace worth $3.09M as of Q2 2026.
Aventura Private Wealth bought 261 GE Aerospace shares in Q2 2026, an estimated $81.7K.
GE Aerospace made up 0.95% of Aventura Private Wealth's portfolio in Q2 2026, its #17 holding.
Aventura Private Wealth first reported a position in GE Aerospace in Q4 2024 and has held it in 7 quarters since.
3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.