Compass Ion Advisors’s GE Aerospace GE Stock Holding History

Compass Ion 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	$755K	Sell	2,021 -2	-0.1%	-$626	0.07%	147
2026 Q1	$574K	Buy	2,023 +4	+0.2%	+$1.26K	0.05%	161
2025 Q4	$622K	Hold	2,019	–	–	0.06%	160
2025 Q3	$607K	Hold	2,019	–	–	0.06%	159
2025 Q2	$520K	Buy	2,019 +3	+0.1%	+$658	0.06%	167
2025 Q1	$404K	Sell	2,016 -77	-4%	-$15.2K	0.05%	185
2024 Q4	$349K	Hold	2,093	–	–	0.04%	196
2024 Q3	$395K	Sell	2,093 -399	-16%	-$67.6K	0.05%	185
2024 Q2	$437K	Sell	2,492 -630	-20%	-$101K	0.06%	151
2024 Q1	$437K	Buy	3,122 +52	+2%	+$6.13K	0.06%	152
2023 Q4	$313K	Sell	3,070 -81	-3%	-$7.5K	0.05%	180
2023 Q3	$278K	Buy	+3,151	New	+$283K	0.05%	190

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

Compass Ion Advisors's GE Position: Q2 2026 in Review

Compass Ion Advisors reduced its GE Aerospace (GE) stake by 0.1% in Q2 2026, selling an estimated $626 and leaving 2,021 shares worth $755K. The position accounts for 0.07% of the portfolio, ranked #147.

Compass Ion Advisors first reported a position in GE in Q3 2023 and has held it in 12 quarters since. 3,453 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Compass Ion Advisors held 2,021 shares of GE Aerospace worth $755K as of Q2 2026.
Compass Ion Advisors sold 2 GE Aerospace shares in Q2 2026, an estimated $626.
GE Aerospace made up 0.07% of Compass Ion Advisors's portfolio in Q2 2026, its #147 holding.
Compass Ion Advisors first reported a position in GE Aerospace in Q3 2023 and has held it in 12 quarters since.
3,453 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Compass Ion Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.