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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
2025
Q2 		– Sell
-100
Closed -$20K – 1174
2025
Q1 		$20K Buy
+100
New +$19.7K ﹤0.01% 1300

Other funds holding GE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 53 quarters since. The position peaked at $39.2M in Q4 2014. 3,439 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 53 quarters since.
  • B. Riley Wealth Advisors's GE Aerospace position peaked at $39.2M in Q4 2014.
  • 3,439 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.