Core Wealth Advisors (Florida)’s GE Aerospace GE Stock Holding History

Core Wealth Advisors (Florida)’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	$462K	Sell	1,236 -336	-21%	-$105K	0.09%	87
2026 Q1	$446K	Buy	1,572 +690	+78%	+$217K	0.11%	71
2025 Q4	$272K	Buy	882 +60	+7%	+$18.1K	0.07%	77
2025 Q3	$247K	Buy	+822	New	+$225K	0.06%	80
2024 Q2	–	Sell	-33	Closed	-$4.56K	–	118
2024 Q1	$4.56K	Hold	33	–	–	﹤0.01%	228
2023 Q4	$3.32K	Hold	33	–	–	﹤0.01%	229
2023 Q3	$2.88K	Hold	33	–	–	﹤0.01%	212
2023 Q2	$2.86K	Hold	33	–	–	﹤0.01%	212
2023 Q1	$2.49K	Sell	33 -9	-21%	-$602	﹤0.01%	221
2022 Q4	$2.18K	Hold	42	–	–	﹤0.01%	235
2022 Q3	$2K	Hold	42	–	–	﹤0.01%	204
2022 Q2	$2K	Hold	42	–	–	﹤0.01%	198
2022 Q1	$2K	Hold	42	–	–	﹤0.01%	179
2021 Q4	$2K	Hold	42	–	–	﹤0.01%	195
2021 Q3	$3K	Sell	42 -18,049	-100%	-$1.16M	﹤0.01%	171
2021 Q2	$1.21M	Buy	18,091 +18,048	+41,972%	+$1.2M	0.81%	17
2021 Q1	$3K	Hold	43	–	–	﹤0.01%	153
2020 Q4	$2K	Hold	43	–	–	﹤0.01%	161
2020 Q3	$1K	Hold	43	–	–	﹤0.01%	147
2020 Q2	$1K	Hold	43	–	–	﹤0.01%	120
2020 Q1	$2K	Hold	43	–	–	﹤0.01%	131
2019 Q4	$2K	Buy	+43	New	+$2.22K	﹤0.01%	114

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

Core Wealth Advisors (Florida)'s GE Position: Q2 2026 in Review

Core Wealth Advisors (Florida) reduced its GE Aerospace (GE) stake by 21% in Q2 2026, selling an estimated $105K and leaving 1,236 shares worth $462K. The position accounts for 0.09% of the portfolio, ranked #87.

Core Wealth Advisors (Florida) first reported a position in GE in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.21M in Q2 2021. 3,424 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Core Wealth Advisors (Florida) held 1,236 shares of GE Aerospace worth $462K as of Q2 2026.
Core Wealth Advisors (Florida) sold 336 GE Aerospace shares in Q2 2026, an estimated $105K.
GE Aerospace made up 0.09% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #87 holding.
Core Wealth Advisors (Florida) first reported a position in GE Aerospace in Q4 2019 and has held it in 22 quarters since.
Core Wealth Advisors (Florida)'s GE Aerospace position peaked at $1.21M in Q2 2021.
3,424 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.