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Avion Wealth’s GE Aerospace GE Stock Holding History

Avion 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 		$137K Buy
368
+53
+17% +$16.6K 0.03% 146
2026
Q1 		$89K Buy
315
+65
+26% +$20.4K 0.02% 160
2025
Q4 		$77K Buy
250
+4
+2% +$1.2K 0.02% 169
2025
Q3 		$74K Buy
246
+82
+50% +$22.4K 0.02% 179
2025
Q2 		$42K Sell
164
-491
-75% -$108K 0.01% 218
2025
Q1 		$109K Hold
655
– – 0.03% 127
2024
Q4 		$109K Buy
655
+545
+495% +$97.2K 0.03% 127
2024
Q3 		$20K Buy
110
+13
+13% +$2.2K 0.01% 256
2024
Q2 		$15K Buy
97
+1
+1% +$160 ﹤0.01% 265
2024
Q1 		$14K Buy
96
+6
+7% +$707 ﹤0.01% 260
2023
Q4 		$9K Sell
90
-597
-87% -$55.3K ﹤0.01% 292
2023
Q3 		$60K Buy
687
+37
+6% +$3.33K 0.02% 141
2023
Q2 		$56K Buy
650
+64
+11% +$5.18K 0.01% 154
2023
Q1 		$39K Sell
586
-247
-30% -$16.5K 0.01% 165
2022
Q4 		$32K Hold
833
– – 0.01% 181
2022
Q3 		$32K Hold
833
– – 0.01% 184
2022
Q2 		$33K Buy
833
+740
+796% +$35.9K 0.01% 168
2022
Q1 		$5K Sell
93
-340
-79% -$20.3K ﹤0.01% 288
2021
Q4 		$26K Hold
433
– – 0.01% 162
2021
Q3 		$28K Buy
433
+251
+138% +$16.1K 0.01% 162
2021
Q2 		$12K Sell
182
-22
-11% -$1.47K ﹤0.01% 206
2021
Q1 		$13K Hold
204
– – ﹤0.01% 198
2020
Q4 		$11K Hold
204
– – ﹤0.01% 211
2020
Q3 		$6K Buy
204
+22
+12% +$715 ﹤0.01% 219
2020
Q2 		$6K Hold
182
– – ﹤0.01% 192
2020
Q1 		$7K Buy
+182
New +$9.7K ﹤0.01% 181

Other funds holding GE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Avion Wealth's GE Position: Q2 2026 in Review

Avion Wealth increased its GE Aerospace (GE) stake by 17% in Q2 2026, buying an estimated $16.6K and bringing the position to 368 shares worth $137K. The position accounts for 0.03% of the portfolio, ranked #146.

Avion Wealth first reported a position in GE in Q1 2020 and has held it in 26 quarters since. 1,821 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Avion Wealth held 368 shares of GE Aerospace worth $137K as of Q2 2026.
  • Avion Wealth bought 53 GE Aerospace shares in Q2 2026, an estimated $16.6K.
  • GE Aerospace made up 0.03% of Avion Wealth's portfolio in Q2 2026, its #146 holding.
  • Avion Wealth first reported a position in GE Aerospace in Q1 2020 and has held it in 26 quarters since.
  • 1,821 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.