Capstone Wealth Management Group (Oregon)’s GE Aerospace GE Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$359K	Sell	962 -80	-8%	-$25K	0.22%	88
2026 Q1	$296K	Hold	1,042	–	–	0.18%	94
2025 Q4	$321K	Buy	1,042 +1	+0.1%	+$301	0.19%	87
2025 Q3	$313K	Buy	1,041 +10	+1%	+$2.73K	0.2%	84
2025 Q2	$265K	Buy	+1,031	New	+$226K	0.19%	83

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

Capstone Wealth Management Group (Oregon)'s GE Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its GE Aerospace (GE) stake by 7.7% in Q2 2026, selling an estimated $25K and leaving 962 shares worth $359K. The position accounts for 0.22% of the portfolio, ranked #88.

Capstone Wealth Management Group (Oregon) first reported a position in GE in Q2 2025 and has held it in 5 quarters since. 3,445 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 962 shares of GE Aerospace worth $359K as of Q2 2026.
Capstone Wealth Management Group (Oregon) sold 80 GE Aerospace shares in Q2 2026, an estimated $25K.
GE Aerospace made up 0.22% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #88 holding.
Capstone Wealth Management Group (Oregon) first reported a position in GE Aerospace in Q2 2025 and has held it in 5 quarters since.
3,445 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.