Castle Wealth Management’s GE Aerospace GE Stock Holding History

Castle 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	$523K	Buy	1,400 +38	+3%	+$11.9K	0.16%	83
2026 Q1	$387K	Buy	1,362 +1	+0.1%	+$314	0.13%	94
2025 Q4	$420K	Hold	1,361	–	–	0.14%	88
2025 Q3	$410K	Hold	1,361	–	–	0.14%	84
2025 Q2	$350K	Hold	1,361	–	–	0.13%	91
2025 Q1	$273K	Sell	1,361 -9	-0.7%	-$1.77K	0.11%	106
2024 Q4	$229K	Sell	1,370 -3	-0.2%	-$535	0.09%	109
2024 Q3	$259K	Hold	1,373	–	–	0.1%	109
2024 Q2	$218K	Sell	1,373 -330	-19%	-$52.7K	0.1%	109
2024 Q1	$239K	Buy	+1,703	New	+$201K	0.12%	110
2022 Q4	–	Sell	-1,860	Closed	-$72K	–	306
2022 Q3	$72K	Buy	1,860 +1	+0.1%	+$44	0.04%	182
2022 Q2	$74K	Buy	+1,859	New	+$90.1K	0.04%	173

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

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

Castle Wealth Management increased its GE Aerospace (GE) stake by 2.8% in Q2 2026, buying an estimated $11.9K and bringing the position to 1,400 shares worth $523K. The position accounts for 0.16% of the portfolio, ranked #83.

Castle Wealth Management first reported a position in GE in Q2 2022 and has held it in 12 quarters since. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Castle Wealth Management held 1,400 shares of GE Aerospace worth $523K as of Q2 2026.
Castle Wealth Management bought 38 GE Aerospace shares in Q2 2026, an estimated $11.9K.
GE Aerospace made up 0.16% of Castle Wealth Management's portfolio in Q2 2026, its #83 holding.
Castle Wealth Management first reported a position in GE Aerospace in Q2 2022 and has held it in 12 quarters since.
3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.