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Beverly Hills Private Wealth’s GE Aerospace GE Stock Holding History

Beverly Hills Private 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 		$578K Sell
1,547
-205
-12% -$64.2K 0.11% 147
2026
Q1 		$497K Buy
1,752
+209
+14% +$65.7K 0.08% 187
2025
Q4 		$475K Hold
1,543
– – 0.08% 186
2025
Q3 		$464K Sell
1,543
-133
-8% -$36.4K 0.08% 194
2025
Q2 		$431K Sell
1,676
-150
-8% -$32.9K 0.08% 197
2025
Q1 		$366K Buy
1,826
+106
+6% +$20.9K 0.07% 221
2024
Q4 		$287K Sell
1,720
-32
-2% -$5.71K 0.06% 264
2024
Q3 		$330K Buy
1,752
+167
+11% +$28.3K 0.07% 254
2024
Q2 		$252K Sell
1,585
-523
-25% -$83.5K 0.05% 297
2024
Q1 		$295K Buy
+2,108
New +$248K 0.07% 282

Other funds holding GE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Beverly Hills Private Wealth's GE Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its GE Aerospace (GE) stake by 12% in Q2 2026, selling an estimated $64.2K and leaving 1,547 shares worth $578K. The position accounts for 0.11% of the portfolio, ranked #147.

Beverly Hills Private Wealth first reported a position in GE in Q1 2024 and has held it in 10 quarters since. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Beverly Hills Private Wealth held 1,547 shares of GE Aerospace worth $578K as of Q2 2026.
  • Beverly Hills Private Wealth sold 205 GE Aerospace shares in Q2 2026, an estimated $64.2K.
  • GE Aerospace made up 0.11% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #147 holding.
  • Beverly Hills Private Wealth first reported a position in GE Aerospace in Q1 2024 and has held it in 10 quarters since.
  • 3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.