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BigSur Wealth Management’s GE Aerospace GE Stock Holding History

BigSur Wealth Management’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 		$5.64M Sell
15,100
-150
-1% -$47K 1.36% 20
2026
Q1 		$4.33M Sell
15,250
-187
-1% -$58.8K 1.22% 21
2025
Q4 		$4.76M Hold
15,437
– – 1.15% 22
2025
Q3 		$4.65M Hold
15,437
– – 1.14% 24
2025
Q2 		$3.97M Buy
15,437
+50
+0.3% +$11K 1% 28
2025
Q1 		$3.09M Hold
15,387
– – 0.84% 33
2024
Q4 		$2.57M Buy
15,387
+2,000
+15% +$357K 0.73% 37
2024
Q3 		$2.53M Sell
13,387
-25
-0.2% -$4.24K 0.7% 44
2024
Q2 		$2.13M Sell
13,412
-3,393
-20% -$542K 0.65% 44
2024
Q1 		$2.35M Buy
+16,805
New +$1.98M 0.74% 38
2021
Q2 		– Sell
-2,347
Closed -$154K – 128
2021
Q1 		$154K Sell
2,347
-161
-6% -$9.75K 0.08% 117
2020
Q4 		$135K Hold
2,508
– – 0.08% 101
2020
Q3 		$78K Sell
2,508
-1,836
-42% -$59.7K 0.05% 97
2020
Q2 		$148K Sell
4,344
-6,019
-58% -$203K 0.11% 91
2020
Q1 		$411K Hold
10,363
– – 0.31% 66
2019
Q4 		$577K Hold
10,363
– – 0.33% 61
2019
Q3 		$462K Buy
10,363
+401
+4% +$18.8K 0.31% 66
2019
Q2 		$528K Buy
9,962
+3,612
+57% +$178K 0.37% 58
2019
Q1 		$317K Sell
6,350
-254
-4% -$12K 0.21% 79
2018
Q4 		$240K Buy
6,604
+219
+3% +$9.89K 0.17% 84
2018
Q3 		$349K Buy
6,385
+42
+0.7% +$2.59K 0.22% 72
2018
Q2 		$417K Buy
6,343
+1,889
+42% +$126K 0.3% 62
2018
Q1 		$290K Buy
4,454
+320
+8% +$23.7K 0.21% 86
2017
Q4 		$348K Sell
4,134
-1,617
-28% -$154K 0.35% 63
2017
Q3 		$673K Sell
5,751
-1,043
-15% -$126K 0.68% 37
2017
Q2 		$835K Hold
6,794
– – 0.85% 28
2017
Q1 		$942K Sell
6,794
-313
-4% -$45.3K 1.02% 20
2016
Q4 		$1.08M Buy
+7,107
New +$1.03M 1.45% 15

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

BigSur Wealth Management's GE Position: Q2 2026 in Review

BigSur Wealth Management reduced its GE Aerospace (GE) stake by 0.98% in Q2 2026, selling an estimated $47K and leaving 15,100 shares worth $5.64M. The position accounts for 1.36% of the portfolio, ranked #20.

BigSur Wealth Management first reported a position in GE in Q4 2016 and has held it in 28 quarters since. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • BigSur Wealth Management held 15,100 shares of GE Aerospace worth $5.64M as of Q2 2026.
  • BigSur Wealth Management sold 150 GE Aerospace shares in Q2 2026, an estimated $47K.
  • GE Aerospace made up 1.36% of BigSur Wealth Management's portfolio in Q2 2026, its #20 holding.
  • BigSur Wealth Management first reported a position in GE Aerospace in Q4 2016 and has held it in 28 quarters since.
  • 3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.