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Birchwood Financial Partners’s GE Aerospace GE Stock Holding History

Birchwood Financial 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 		$140K Hold
375
– – 0.11% 106
2026
Q1 		$106K Hold
375
– – 0.1% 108
2025
Q4 		$116K Buy
+375
New +$113K 0.11% 103

Other funds holding GE

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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

Birchwood Financial Partners's GE Position: Q2 2026 in Review

Birchwood Financial Partners held its GE Aerospace (GE) position steady in Q2 2026 at 375 shares worth $140K. The position accounts for 0.11% of the portfolio, ranked #106.

Birchwood Financial Partners first reported a position in GE in Q4 2025 and has held it in 3 quarters since. 3,432 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Birchwood Financial Partners held 375 shares of GE Aerospace worth $140K as of Q2 2026.
  • Birchwood Financial Partners left its GE Aerospace share count unchanged in Q2 2026.
  • GE Aerospace made up 0.11% of Birchwood Financial Partners's portfolio in Q2 2026, its #106 holding.
  • Birchwood Financial Partners first reported a position in GE Aerospace in Q4 2025 and has held it in 3 quarters since.
  • 3,432 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.