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Castle Rock Wealth Management’s GE Aerospace GE Stock Holding History

Castle Rock 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 		$228K Buy
+608
New +$190K 0.04% 255
2019
Q2 		– Sell
-3,443
Closed -$10K – 151
2019
Q1 		$10K Buy
+3,443
New +$162K 0.43% 11
2018
Q4 		– Sell
-5,488
Closed -$248K – 42
2018
Q3 		$248K Buy
+5,488
New +$338K 0.39% 95

Other funds holding GE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Castle Rock Wealth Management's GE Position: Q2 2026 in Review

Castle Rock Wealth Management opened a new position in GE Aerospace (GE) in Q2 2026: 608 shares worth $228K. The stake represents 0.04% of the portfolio and ranks #255 among its holdings. This is a return to the name: Castle Rock Wealth Management previously reported a position in GE as recently as Q1 2019.

Castle Rock Wealth Management first reported a position in GE in Q3 2018 and has held it in 3 quarters since. The position peaked at $248K in Q3 2018. 3,439 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Castle Rock Wealth Management held 608 shares of GE Aerospace worth $228K as of Q2 2026.
  • GE Aerospace was a new Castle Rock Wealth Management position in Q2 2026.
  • GE Aerospace made up 0.04% of Castle Rock Wealth Management's portfolio in Q2 2026, its #255 holding.
  • Castle Rock Wealth Management first reported a position in GE Aerospace in Q3 2018 and has held it in 3 quarters since.
  • Castle Rock Wealth Management's GE Aerospace position peaked at $248K in Q3 2018.
  • 3,439 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.