Cassaday & Co Wealth Management’s GE Aerospace GE Stock Holding History

Cassaday & Co 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	$1.88M	Buy	5,030 +11	+0.2%	+$3.44K	0.04%	106
2026 Q1	$1.42M	Sell	5,019 -16	-0.3%	-$5.03K	0.03%	106
2025 Q4	$1.55M	Sell	5,035 -87	-2%	-$26.2K	0.03%	106
2025 Q3	$1.54M	Buy	5,122 +100	+2%	+$27.3K	0.04%	106
2025 Q2	$1.29M	Buy	5,022 +403	+9%	+$88.4K	0.03%	107
2025 Q1	$925K	Buy	4,619 +13	+0.3%	+$2.56K	0.03%	127
2024 Q4	$768K	Sell	4,606 -124	-3%	-$22.1K	0.02%	143
2024 Q3	$892K	Sell	4,730 -146	-3%	-$24.7K	0.03%	121
2024 Q2	$775K	Sell	4,876 -1,120	-19%	-$179K	0.02%	130
2024 Q1	$840K	Buy	5,996 +295	+5%	+$34.8K	0.03%	121
2023 Q4	$581K	Sell	5,701 -62	-1%	-$5.74K	0.02%	152
2023 Q3	$508K	Buy	5,763 +852	+17%	+$76.6K	0.02%	145
2023 Q2	$431K	Sell	4,911 -46	-0.9%	-$3.73K	0.02%	166
2023 Q1	$378K	Sell	4,957 -1,516	-23%	-$101K	0.02%	179
2022 Q4	$338K	Buy	+6,473	New	+$318K	0.02%	183

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

Cassaday & Co Wealth Management's GE Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its GE Aerospace (GE) stake by 0.22% in Q2 2026, buying an estimated $3.44K and bringing the position to 5,030 shares worth $1.88M. The position accounts for 0.04% of the portfolio, ranked #106.

Cassaday & Co Wealth Management first reported a position in GE in Q4 2022 and has held it in 15 quarters since. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Cassaday & Co Wealth Management held 5,030 shares of GE Aerospace worth $1.88M as of Q2 2026.
Cassaday & Co Wealth Management bought 11 GE Aerospace shares in Q2 2026, an estimated $3.44K.
GE Aerospace made up 0.04% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #106 holding.
Cassaday & Co Wealth Management first reported a position in GE Aerospace in Q4 2022 and has held it in 15 quarters since.
3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.