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B. Riley Wealth Advisors’s GE Aerospace GE Stock Holding History

B. Riley Wealth Advisors’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 		$3.16M Sell
8,449
-33
-0.4% -$10.3K 0.17% 127
2026
Q1 		$2.32M Sell
8,482
-911
-10% -$286K 0.15% 144
2025
Q4 		$2.89M Sell
9,393
-204
-2% -$61.4K 0.13% 159
2025
Q3 		$2.89M Sell
9,597
-671
-7% -$183K 0.13% 156
2025
Q2 		$2.64M Buy
+10,268
New +$2.25M 0.12% 165
2024
Q4 		$2.34M Sell
14,004
-6,651
-32% -$1.19M 0.08% 251
2024
Q3 		$3.86M Buy
20,655
+1,193
+6% +$202K 0.11% 195
2024
Q2 		$3.09M Sell
19,462
-5,978
-23% -$954K 0.08% 238
2024
Q1 		$2.25M Buy
25,440
+3,033
+14% +$357K 0.06% 313
2023
Q4 		$2.28M Sell
22,407
-3,033
-12% -$281K 0.06% 330
2023
Q3 		$2.25M Buy
25,440
+2,721
+12% +$245K 0.06% 313
2023
Q2 		$1.99M Sell
22,719
-1,302
-5% -$105K 0.04% 374
2023
Q1 		$1.83M Sell
24,021
-6,702
-22% -$448K 0.05% 369
2022
Q4 		$1.61M Buy
30,723
+4,844
+19% +$238K 0.05% 399
2022
Q3 		$999K Buy
25,879
+284
+1% +$12.5K 0.03% 506
2022
Q2 		$1.02M Sell
25,595
-4,441
-15% -$215K 0.04% 417
2022
Q1 		$1.71M Sell
30,036
-3,164
-10% -$189K 0.06% 337
2021
Q4 		$1.96M Buy
33,200
+1,689
+5% +$106K 0.06% 357
2021
Q3 		$2.02M Sell
31,511
-3,365
-10% -$216K 0.06% 329
2021
Q2 		$2.34M Sell
34,876
-4,836
-12% -$323K 0.08% 298
2021
Q1 		$2.57M Buy
39,712
+16,295
+70% +$987K 0.09% 258
2020
Q4 		$1.26M Buy
23,417
+3,000
+15% +$134K 0.07% 276
2020
Q3 		$644K Sell
20,417
-4,830
-19% -$157K 0.03% 444
2020
Q2 		$860K Sell
25,247
-460
-2% -$15.5K 0.06% 309
2020
Q1 		$1.02M Buy
25,707
+6,610
+35% +$352K 0.09% 234
2019
Q4 		$1.05M Sell
19,097
-84
-0.4% -$4.34K 0.09% 237
2019
Q3 		$855K Sell
19,181
-4,474
-19% -$210K 0.08% 248
2019
Q2 		$1.23M Buy
23,655
+3,123
+15% +$154K 0.13% 164
2019
Q1 		$975K Buy
20,532
+758
+4% +$35.7K 0.12% 189
2018
Q4 		$719K Sell
19,774
-7,341
-27% -$331K 0.1% 215
2018
Q3 		$1.47M Sell
27,115
-2,084
-7% -$128K 0.17% 137
2018
Q2 		$1.91M Buy
29,199
+5,592
+24% +$373K 0.25% 92
2018
Q1 		$1.53M Sell
23,607
-1,827
-7% -$135K 0.21% 115
2017
Q4 		$2.13M Sell
25,434
-689
-3% -$65.8K 0.29% 94
2017
Q3 		$3.03M Sell
26,123
-1,469
-5% -$178K 0.5% 45
2017
Q2 		$3.57M Sell
27,592
-1,115
-4% -$153K 0.65% 31
2017
Q1 		$4.1M Sell
28,707
-3,072
-10% -$445K 0.82% 20
2016
Q4 		$4.81M Sell
31,779
-1,456
-4% -$211K 0.98% 14
2016
Q3 		$3.74M Sell
33,235
-921
-3% -$137K 0.73% 21
2016
Q2 		$4.08M Sell
34,156
-1,267
-4% -$185K 0.82% 16
2016
Q1 		$4.32M Buy
35,423
+386
+1% +$54.5K 1% 11
2015
Q4 		$5.23M Sell
35,037
-1,877
-5% -$267K 1.06% 11
2015
Q3 		$4.46M Buy
36,914
+5,579
+18% +$684K 1.07% 9
2015
Q2 		$3.99M Sell
31,335
-5,829
-16% -$756K 0.99% 10
2015
Q1 		$4.42M Sell
37,164
-22,678
-38% -$2.7M 1.08% 8
2014
Q4 		$39.2K Buy
59,842
+26,460
+79% +$3.25M 0.84% 9
2014
Q3 		$4.1M Sell
33,382
-36,436
-52% -$4.54M 1.07% 5
2014
Q2 		$4.53M Buy
69,818
+36,737
+111% +$4.67M 1.06% 4
2014
Q1 		$4.11M Buy
33,081
+5,841
+21% +$722K 1.24% 5
2013
Q4 		$3.66M Buy
27,240
+892
+3% +$112K 1.17% 7
2013
Q3 		$3.02M Buy
26,348
+1,209
+5% +$139K 1.03% 10
2013
Q2 		$2.79M Buy
+25,139
New +$2.78M 0.95% 14

Other funds holding GE

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

B. Riley Wealth Advisors's GE Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its GE Aerospace (GE) stake by 0.39% in Q2 2026, selling an estimated $10.3K and leaving 8,449 shares worth $3.16M. The position accounts for 0.17% of the portfolio, ranked #127.

B. Riley Wealth Advisors first reported a position in GE in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.23M in Q4 2015. 1,173 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • B. Riley Wealth Advisors held 8,449 shares of GE Aerospace worth $3.16M as of Q2 2026.
  • B. Riley Wealth Advisors sold 33 GE Aerospace shares in Q2 2026, an estimated $10.3K.
  • GE Aerospace made up 0.17% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #127 holding.
  • B. Riley Wealth Advisors first reported a position in GE Aerospace in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's GE Aerospace position peaked at $5.23M in Q4 2015.
  • 1,173 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.