Carolina Wealth Advisors’s GE Aerospace GE Stock Holding History

Carolina Wealth Advisors’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	$12K	Hold	32	–	–	﹤0.01%	181
2026 Q1	$9.08K	Buy	+32	New	+$10.1K	﹤0.01%	186
2024 Q2	–	Sell	-38	Closed	-$5.26K	–	229
2024 Q1	$5.26K	Sell	38 -218	-85%	-$25.7K	﹤0.01%	171
2023 Q4	$26K	Buy	256 +38	+17%	+$3.52K	0.01%	130
2023 Q3	$19.2K	Hold	218	–	–	0.01%	146
2023 Q2	$19.1K	Hold	218	–	–	0.01%	132
2023 Q1	$16.6K	Sell	218 -61	-22%	-$4.08K	0.01%	137
2022 Q4	$15K	Hold	279	–	–	0.01%	135
2022 Q3	$11K	Hold	279	–	–	0.01%	141
2022 Q2	$11K	Hold	279	–	–	0.01%	160
2022 Q1	$16K	Hold	279	–	–	0.01%	160
2021 Q4	$16K	Hold	279	–	–	0.01%	169
2021 Q3	$18K	Sell	279 -112	-29%	-$7.2K	0.01%	162
2021 Q2	$26K	Hold	391	–	–	0.02%	154
2021 Q1	$26K	Buy	391 +105	+37%	+$6.36K	0.02%	159
2020 Q4	$15K	Hold	286	–	–	0.01%	131
2020 Q3	$9K	Hold	286	–	–	0.01%	140
2020 Q2	$10K	Hold	286	–	–	0.01%	114
2020 Q1	$11K	Hold	286	–	–	0.01%	102
2019 Q4	$16K	Buy	+286	New	+$14.8K	0.02%	110

Other funds holding GE

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Carolina Wealth Advisors's GE Position: Q2 2026 in Review

Carolina Wealth Advisors held its GE Aerospace (GE) position steady in Q2 2026 at 32 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

Carolina Wealth Advisors first reported a position in GE in Q4 2019 and has held it in 20 quarters since. The position peaked at $26K in Q4 2023. 1,865 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Carolina Wealth Advisors held 32 shares of GE Aerospace worth $12K as of Q2 2026.
Carolina Wealth Advisors left its GE Aerospace share count unchanged in Q2 2026.
GE Aerospace made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #181 holding.
Carolina Wealth Advisors first reported a position in GE Aerospace in Q4 2019 and has held it in 20 quarters since.
Carolina Wealth Advisors's GE Aerospace position peaked at $26K in Q4 2023.
1,865 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.