Beacon Financial Advisory’s GE Aerospace GE Stock Holding History

Beacon Financial Advisory’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	$1.14M	Buy	3,055 +164	+6%	+$51.3K	0.22%	121
2026 Q1	$820K	Buy	2,891 +90	+3%	+$28.3K	0.19%	154
2025 Q4	$863K	Sell	2,801 -327	-10%	-$98.5K	0.2%	137
2025 Q3	$941K	Sell	3,128 -249	-7%	-$68.1K	0.22%	127
2025 Q2	$869K	Buy	3,377 +1,548	+85%	+$340K	0.22%	124
2025 Q1	$366K	Buy	1,829 +629	+52%	+$124K	0.11%	206
2024 Q4	$200K	Buy	1,200 +37	+3%	+$6.6K	0.07%	289
2024 Q3	$219K	Buy	+1,163	New	+$197K	0.07%	269
2023 Q2	–	Sell	-8,264	Closed	-$630K	–	222
2023 Q1	$630K	Sell	8,264 -2,460	-23%	-$165K	0.4%	81
2022 Q4	$560K	Sell	10,724 -314	-3%	-$15.4K	0.4%	80
2022 Q3	$426K	Sell	11,038 -6,222	-36%	-$274K	0.3%	108
2022 Q2	$685K	Buy	17,260 +34	+0.2%	+$1.65K	0.39%	81
2022 Q1	$982K	Buy	17,226 +2,074	+14%	+$124K	0.47%	62
2021 Q4	$892K	Sell	15,152 -416	-3%	-$26.1K	0.41%	77
2021 Q3	$999K	Sell	15,568 -47	-0.3%	-$3.02K	0.52%	56
2021 Q2	$1.05M	Buy	15,615 +636	+4%	+$42.4K	0.56%	52
2021 Q1	$980K	Buy	14,979 +526	+4%	+$31.9K	0.56%	51
2020 Q4	$777K	Buy	14,453 +3,728	+35%	+$167K	0.51%	60
2020 Q3	$333K	Buy	10,725 +6,449	+151%	+$210K	0.29%	119
2020 Q2	$145K	Buy	4,276 +219	+5%	+$7.38K	0.16%	140
2020 Q1	$160K	Buy	4,057 +374	+10%	+$19.9K	0.2%	128
2019 Q4	$204K	Buy	+3,683	New	+$190K	0.17%	153

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

Beacon Financial Advisory's GE Position: Q2 2026 in Review

Beacon Financial Advisory increased its GE Aerospace (GE) stake by 5.7% in Q2 2026, buying an estimated $51.3K and bringing the position to 3,055 shares worth $1.14M. The position accounts for 0.22% of the portfolio, ranked #121.

Beacon Financial Advisory first reported a position in GE in Q4 2019 and has held it in 22 quarters since. 3,453 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Beacon Financial Advisory held 3,055 shares of GE Aerospace worth $1.14M as of Q2 2026.
Beacon Financial Advisory bought 164 GE Aerospace shares in Q2 2026, an estimated $51.3K.
GE Aerospace made up 0.22% of Beacon Financial Advisory's portfolio in Q2 2026, its #121 holding.
Beacon Financial Advisory first reported a position in GE Aerospace in Q4 2019 and has held it in 22 quarters since.
3,453 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.