Axxcess Wealth Management’s GE Aerospace GE Stock Holding History

Axxcess Wealth Management’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	$8.12M	Buy	21,722 +242	+1%	+$75.8K	0.13%	155
2026 Q1	$6.1M	Buy	21,480 +1,457	+7%	+$458K	0.2%	98
2025 Q4	$6.17M	Buy	20,023 +2,075	+12%	+$625K	0.11%	179
2025 Q3	$5.4M	Sell	17,948 -4,305	-19%	-$1.18M	0.11%	152
2025 Q2	$5.73M	Buy	22,253 +9,223	+71%	+$2.02M	0.13%	134
2025 Q1	$2.61M	Buy	13,030 +494	+4%	+$97.2K	0.07%	218
2024 Q4	$2.09M	Buy	12,536 +93	+0.7%	+$16.6K	0.05%	261
2024 Q3	$2.35M	Buy	12,443 +3,671	+42%	+$622K	0.06%	237
2024 Q2	$1.39M	Sell	8,772 -4,001	-31%	-$639K	0.04%	316
2024 Q1	$1.79M	Buy	12,773 +3,226	+34%	+$380K	0.05%	266
2023 Q4	$973K	Buy	9,547 +3,741	+64%	+$347K	0.03%	360
2023 Q3	$512K	Buy	5,806 +312	+6%	+$28K	0.02%	464
2023 Q2	$482K	Buy	5,494 +2,534	+86%	+$205K	0.03%	356
2023 Q1	$226K	Buy	+2,960	New	+$198K	0.02%	555
2022 Q1	–	Sell	-4,965	Closed	-$292K	–	666
2021 Q4	$292K	Buy	+4,965	New	+$312K	0.02%	476

Other funds holding GE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) 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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Axxcess Wealth Management's GE Position: Q2 2026 in Review

Axxcess Wealth Management increased its GE Aerospace (GE) stake by 1.1% in Q2 2026, buying an estimated $75.8K and bringing the position to 21,722 shares worth $8.12M. The position accounts for 0.13% of the portfolio, ranked #155.

Axxcess Wealth Management first reported a position in GE in Q4 2021 and has held it in 15 quarters since. 1,637 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Axxcess Wealth Management held 21,722 shares of GE Aerospace worth $8.12M as of Q2 2026.
Axxcess Wealth Management bought 242 GE Aerospace shares in Q2 2026, an estimated $75.8K.
GE Aerospace made up 0.13% of Axxcess Wealth Management's portfolio in Q2 2026, its #155 holding.
Axxcess Wealth Management first reported a position in GE Aerospace in Q4 2021 and has held it in 15 quarters since.
1,637 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.