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Beacon Financial Group’s GE Aerospace GE Stock Holding History

Beacon Financial Group’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 		$515K Buy
1,377
+142
+11% +$44.5K 0.05% 239
2026
Q1 		$350K Buy
1,235
+22
+2% +$6.91K 0.03% 276
2025
Q4 		$374K Buy
1,213
+31
+3% +$9.34K 0.04% 268
2025
Q3 		$355K Buy
1,182
+6
+0.5% +$1.64K 0.04% 273
2025
Q2 		$303K Buy
1,176
+80
+7% +$17.6K 0.03% 287
2025
Q1 		$219K Buy
+1,096
New +$216K 0.02% 318
2019
Q3 		– Sell
-5,728
Closed -$300K – 187
2019
Q2 		$300K Buy
+5,728
New +$282K 0.05% 177
2018
Q2 		– Sell
-3,873
Closed -$250K – 198
2018
Q1 		$250K Sell
3,873
-13,029
-77% -$965K 0.04% 194
2017
Q4 		$1.41M Buy
16,902
+54
+0.3% +$5.16K 0.25% 81
2017
Q3 		$1.95M Sell
16,848
-67,200
-80% -$8.12M 0.35% 63
2017
Q2 		$10.9M Buy
84,048
+2,061
+3% +$282K 2.07% 8
2017
Q1 		$11.7M Buy
81,987
+3,293
+4% +$477K 2.24% 9
2016
Q4 		$11.9M Buy
78,694
+815
+1% +$118K 2.42% 6
2016
Q3 		$11M Buy
77,879
+6,843
+10% +$1.02M 2.32% 6
2016
Q2 		$10.4M Buy
71,036
+87
+0.1% +$12.7K 2.27% 9
2016
Q1 		$10.8M Buy
70,949
+53,108
+298% +$7.5M 2.34% 7
2015
Q4 		$2.65M Sell
17,841
-5,022
-22% -$713K 0.61% 44
2015
Q3 		$2.69M Sell
22,863
-1,333
-6% -$163K 0.66% 48
2015
Q2 		$3.09M Sell
24,196
-13,986
-37% -$1.81M 0.67% 46
2015
Q1 		$4.6M Sell
38,182
-949
-2% -$113K 1.02% 33
2014
Q4 		$4.79M Buy
39,131
+1,272
+3% +$156K 0.99% 35
2014
Q3 		$4.61M Buy
37,859
+2,654
+8% +$331K 1% 34
2014
Q2 		$4.46M Buy
35,205
+8,958
+34% +$1.14M 0.99% 32
2014
Q1 		$3.25M Buy
26,247
+3,396
+15% +$420K 0.67% 45
2013
Q4 		$3.05M Buy
22,851
+974
+4% +$123K 0.59% 46
2013
Q3 		$2.52M Buy
+21,877
New +$2.51M 0.54% 50

Other funds holding GE

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Beacon Financial Group increased its GE Aerospace (GE) stake by 11% in Q2 2026, buying an estimated $44.5K and bringing the position to 1,377 shares worth $515K. The position accounts for 0.05% of the portfolio, ranked #239.

Beacon Financial Group first reported a position in GE in Q3 2013 and has held it in 26 quarters since. The position peaked at $11.9M in Q4 2016. 1,732 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Beacon Financial Group held 1,377 shares of GE Aerospace worth $515K as of Q2 2026.
  • Beacon Financial Group bought 142 GE Aerospace shares in Q2 2026, an estimated $44.5K.
  • GE Aerospace made up 0.05% of Beacon Financial Group's portfolio in Q2 2026, its #239 holding.
  • Beacon Financial Group first reported a position in GE Aerospace in Q3 2013 and has held it in 26 quarters since.
  • Beacon Financial Group's GE Aerospace position peaked at $11.9M in Q4 2016.
  • 1,732 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.