Baker Tilly Wealth Management’s GE Aerospace GE Stock Holding History

Baker Tilly 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	$1.2M	Sell	3,211 -23	-0.7%	-$7.2K	0.25%	71
2026 Q1	$918K	Buy	3,234 +245	+8%	+$77K	0.22%	93
2025 Q4	$921K	Buy	2,989 +64	+2%	+$19.3K	0.23%	91
2025 Q3	$880K	Buy	2,925 +70	+2%	+$19.1K	0.2%	98
2025 Q2	$735K	Buy	2,855 +37	+1%	+$8.12K	0.26%	85
2025 Q1	$564K	Buy	2,818 +359	+15%	+$70.6K	0.22%	106
2024 Q4	$410K	Buy	2,459 +163	+7%	+$29.1K	0.16%	141
2024 Q3	$433K	Buy	2,296 +231	+11%	+$39.1K	0.19%	129
2024 Q2	$328K	Sell	2,065 -1,332	-39%	-$213K	0.13%	183
2024 Q1	$476K	Sell	3,397 -485	-12%	-$57.2K	0.09%	265
2023 Q4	$395K	Buy	3,882 +57	+1%	+$5.28K	0.06%	340
2023 Q3	$338K	Sell	3,825 -197	-5%	-$17.7K	0.06%	342
2023 Q2	$353K	Sell	4,022 -132	-3%	-$10.7K	0.04%	426
2023 Q1	$317K	Sell	4,154 -929	-18%	-$62.1K	0.04%	443
2022 Q4	$265K	Buy	+5,083	New	+$250K	0.03%	454
2022 Q2	–	Sell	-4,010	Closed	-$229K	–	507
2022 Q1	$229K	Sell	4,010 -1,019	-20%	-$60.8K	0.03%	474
2021 Q4	$296K	Sell	5,029 -13	-0.3%	-$817	0.03%	433
2021 Q3	$324K	Sell	5,042 -17	-0.3%	-$1.09K	0.04%	407
2021 Q2	$339K	Buy	5,059 +619	+14%	+$41.3K	0.05%	370
2021 Q1	$291K	Buy	4,440 +491	+12%	+$29.7K	0.06%	365
2020 Q4	$213K	Buy	+3,949	New	+$177K	0.07%	308

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

Baker Tilly Wealth Management's GE Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its GE Aerospace (GE) stake by 0.71% in Q2 2026, selling an estimated $7.2K and leaving 3,211 shares worth $1.2M. The position accounts for 0.25% of the portfolio, ranked #71.

Baker Tilly Wealth Management first reported a position in GE in Q4 2020 and has held it in 21 quarters since. 3,437 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Baker Tilly Wealth Management held 3,211 shares of GE Aerospace worth $1.2M as of Q2 2026.
Baker Tilly Wealth Management sold 23 GE Aerospace shares in Q2 2026, an estimated $7.2K.
GE Aerospace made up 0.25% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #71 holding.
Baker Tilly Wealth Management first reported a position in GE Aerospace in Q4 2020 and has held it in 21 quarters since.
3,437 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.