Balboa Wealth Partners’s GE Aerospace GE Stock Holding History

Balboa Wealth Partners’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	$609K	Sell	1,630 -60	-4%	-$18.8K	0.08%	204
2026 Q1	$479K	Sell	1,690 -235	-12%	-$73.9K	0.08%	202
2025 Q4	$593K	Sell	1,925 -217	-10%	-$65.3K	0.1%	165
2025 Q3	$644K	Buy	2,142 +1,074	+101%	+$294K	0.11%	149
2025 Q2	$275K	Buy	1,068 +45	+4%	+$9.87K	0.06%	264
2025 Q1	$205K	Sell	1,023 -1,557	-60%	-$306K	0.05%	262
2024 Q4	$430K	Sell	2,580 -297	-10%	-$53K	0.1%	158
2024 Q3	$543K	Sell	2,877 -638	-18%	-$108K	0.14%	131
2024 Q2	$559K	Sell	3,515 -127	-3%	-$20.3K	0.15%	119
2024 Q1	$510K	Buy	3,642 +778	+27%	+$91.7K	0.15%	120
2023 Q4	$292K	Buy	+2,864	New	+$265K	0.1%	163

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

Balboa Wealth Partners's GE Position: Q2 2026 in Review

Balboa Wealth Partners reduced its GE Aerospace (GE) stake by 3.6% in Q2 2026, selling an estimated $18.8K and leaving 1,630 shares worth $609K. The position accounts for 0.08% of the portfolio, ranked #204.

Balboa Wealth Partners first reported a position in GE in Q4 2023 and has held it in 11 quarters since. The position peaked at $644K in Q3 2025. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Balboa Wealth Partners held 1,630 shares of GE Aerospace worth $609K as of Q2 2026.
Balboa Wealth Partners sold 60 GE Aerospace shares in Q2 2026, an estimated $18.8K.
GE Aerospace made up 0.08% of Balboa Wealth Partners's portfolio in Q2 2026, its #204 holding.
Balboa Wealth Partners first reported a position in GE Aerospace in Q4 2023 and has held it in 11 quarters since.
Balboa Wealth Partners's GE Aerospace position peaked at $644K in Q3 2025.
3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.