Buckley Wealth Management’s GE Aerospace GE Stock Holding History

Buckley 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	$1.6M	Buy	4,291 +560	+15%	+$175K	0.4%	50
2026 Q1	$1.06M	Sell	3,731 -220	-6%	-$69.1K	0.27%	70
2025 Q4	$1.22M	Sell	3,951 -451	-10%	-$136K	0.32%	59
2025 Q3	$1.32M	Sell	4,402 -1,563	-26%	-$427K	0.36%	53
2025 Q2	$1.54M	Sell	5,965 -125	-2%	-$27.4K	0.46%	36
2025 Q1	$1.22M	Buy	6,090 +445	+8%	+$87.6K	0.38%	49
2024 Q4	$942K	Sell	5,645 -350	-6%	-$62.5K	0.29%	61
2024 Q3	$1.13M	Buy	5,995 +120	+2%	+$20.3K	0.35%	56
2024 Q2	$934K	Sell	5,875 -4,832	-45%	-$771K	0.3%	58
2024 Q1	$1.5M	Sell	10,707 -238	-2%	-$28K	0.48%	36
2023 Q4	$1.11M	Sell	10,945 -363	-3%	-$33.6K	0.39%	41
2023 Q3	$998K	Buy	+11,308	New	+$1.02M	0.37%	47
2022 Q2	–	Sell	-3,780	Closed	-$215K	–	149
2022 Q1	$215K	Buy	+3,780	New	+$226K	0.06%	148
2021 Q3	–	Sell	-2,568	Closed	-$172K	–	132
2021 Q2	$172K	Hold	2,568	–	–	0.06%	129
2021 Q1	$168K	Buy	2,568 +5	+0.2%	+$303	0.06%	125
2020 Q4	$138K	Hold	2,563	–	–	0.06%	120
2020 Q3	$80K	Sell	2,563 -38	-1%	-$1.24K	0.04%	110
2020 Q2	$89K	Buy	2,601 +276	+12%	+$9.31K	0.04%	121
2020 Q1	$92K	Sell	2,325 -34	-1%	-$1.81K	0.05%	120
2019 Q4	$131K	Sell	2,359 -50	-2%	-$2.58K	0.06%	133
2019 Q3	$107K	Sell	2,409 -892	-27%	-$41.9K	0.05%	133
2019 Q2	$173K	Sell	3,301 -11,703	-78%	-$576K	0.08%	147
2019 Q1	$747K	Sell	15,004 -7,540	-33%	-$355K	0.35%	53
2018 Q4	$818K	Sell	22,544 -36,685	-62%	-$1.66M	0.42%	43
2018 Q3	$3.21M	Buy	59,229 +231	+0.4%	+$14.2K	1.4%	18
2018 Q2	$3.85M	Buy	58,998 +2,212	+4%	+$148K	1.82%	14
2018 Q1	$3.67M	Buy	56,786 +746	+1%	+$55.3K	1.81%	15
2017 Q4	$4.69M	Buy	+56,040	New	+$5.35M	2.35%	11

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

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

Buckley Wealth Management increased its GE Aerospace (GE) stake by 15% in Q2 2026, buying an estimated $175K and bringing the position to 4,291 shares worth $1.6M. The position accounts for 0.4% of the portfolio, ranked #50.

Buckley Wealth Management first reported a position in GE in Q4 2017 and has held it in 28 quarters since. The position peaked at $4.69M in Q4 2017. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Buckley Wealth Management held 4,291 shares of GE Aerospace worth $1.6M as of Q2 2026.
Buckley Wealth Management bought 560 GE Aerospace shares in Q2 2026, an estimated $175K.
GE Aerospace made up 0.4% of Buckley Wealth Management's portfolio in Q2 2026, its #50 holding.
Buckley Wealth Management first reported a position in GE Aerospace in Q4 2017 and has held it in 28 quarters since.
Buckley Wealth Management's GE Aerospace position peaked at $4.69M in Q4 2017.
3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.