Balance Wealth’s GE Aerospace GE Stock Holding History

Balance 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	$275K	Sell	737 -2	-0.3%	-$626	0.07%	135
2026 Q1	$210K	Buy	739 +78	+12%	+$24.5K	0.07%	141
2025 Q4	$204K	Sell	661 -22	-3%	-$6.63K	0.07%	138
2025 Q3	$206K	Buy	+683	New	+$187K	0.05%	132

Other funds holding GE

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

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 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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Balance Wealth's GE Position: Q2 2026 in Review

Balance Wealth reduced its GE Aerospace (GE) stake by 0.27% in Q2 2026, selling an estimated $626 and leaving 737 shares worth $275K. The position accounts for 0.07% of the portfolio, ranked #135.

Balance Wealth first reported a position in GE in Q3 2025 and has held it in 4 quarters since. 1,131 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Balance Wealth held 737 shares of GE Aerospace worth $275K as of Q2 2026.
Balance Wealth sold 2 GE Aerospace shares in Q2 2026, an estimated $626.
GE Aerospace made up 0.07% of Balance Wealth's portfolio in Q2 2026, its #135 holding.
Balance Wealth first reported a position in GE Aerospace in Q3 2025 and has held it in 4 quarters since.
1,131 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.