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Concord Wealth Partners’s GE Aerospace GE Stock Holding History

Concord Wealth Partners’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 		$285K Hold
763
– – 0.03% 190
2026
Q1 		$216K Buy
763
+1
+0.1% +$314 0.03% 198
2025
Q4 		$235K Buy
762
+173
+29% +$52.1K 0.03% 177
2025
Q3 		$177K Sell
589
-255
-30% -$69.7K 0.02% 205
2025
Q2 		$217K Buy
844
+171
+25% +$37.5K 0.03% 194
2025
Q1 		$135K Sell
673
-9,151
-93% -$1.8M 0.02% 218
2024
Q4 		$1.64M Buy
9,824
+5,251
+115% +$937K 0.27% 78
2024
Q3 		$862K Buy
4,573
+1,191
+35% +$202K 0.14% 104
2024
Q2 		$538K Buy
3,382
+2,252
+199% +$360K 0.09% 135
2024
Q1 		$158K Hold
1,130
– – 0.03% 226
2023
Q4 		$115K Hold
1,130
– – 0.02% 265
2023
Q3 		$99.7K Sell
1,130
-62
-5% -$5.57K 0.02% 281
2023
Q2 		$104K Buy
1,192
+248
+26% +$20.1K 0.02% 271
2023
Q1 		$72K Sell
944
-700
-43% -$46.8K 0.02% 295
2022
Q4 		$85.8K Buy
+1,644
New +$80.8K 0.03% 280
2022
Q3 		– Sell
-3,334
Closed -$132K – 530
2022
Q2 		$132K Sell
3,334
-735
-18% -$35.6K 0.04% 221
2022
Q1 		$232K Sell
4,069
-278
-6% -$16.6K 0.06% 163
2021
Q4 		$256K Buy
4,347
+3,841
+759% +$241K 0.06% 153
2021
Q3 		$32K Sell
506
-473
-48% -$30.4K 0.01% 294
2021
Q2 		$66K Buy
979
+101
+12% +$6.74K 0.02% 305
2021
Q1 		$57K Sell
878
-114
-11% -$6.9K 0.02% 314
2020
Q4 		$53K Buy
+992
New +$44.4K 0.04% 199

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

Concord Wealth Partners's GE Position: Q2 2026 in Review

Concord Wealth Partners held its GE Aerospace (GE) position steady in Q2 2026 at 763 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #190.

Concord Wealth Partners first reported a position in GE in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.64M in Q4 2024. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Concord Wealth Partners held 763 shares of GE Aerospace worth $285K as of Q2 2026.
  • Concord Wealth Partners left its GE Aerospace share count unchanged in Q2 2026.
  • GE Aerospace made up 0.03% of Concord Wealth Partners's portfolio in Q2 2026, its #190 holding.
  • Concord Wealth Partners first reported a position in GE Aerospace in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's GE Aerospace position peaked at $1.64M in Q4 2024.
  • 3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.