Crestmont Private Wealth’s GE Aerospace GE Stock Holding History

Crestmont Private Wealth’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	$300K	Sell	802 -37	-4%	-$11.6K	0.08%	84
2026 Q1	$238K	Hold	839	–	–	0.08%	93
2025 Q4	$258K	Hold	839	–	–	0.08%	73
2025 Q3	$252K	Hold	839	–	–	0.08%	75
2025 Q2	$216K	Buy	+839	New	+$184K	0.08%	75
2024 Q4	–	Sell	-1,162	Closed	-$219K	–	92
2024 Q3	$219K	Buy	+1,162	New	+$197K	0.1%	92

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

Crestmont Private Wealth's GE Position: Q2 2026 in Review

Crestmont Private Wealth reduced its GE Aerospace (GE) stake by 4.4% in Q2 2026, selling an estimated $11.6K and leaving 802 shares worth $300K. The position accounts for 0.08% of the portfolio, ranked #84.

Crestmont Private Wealth first reported a position in GE in Q3 2024 and has held it in 6 quarters since. 3,445 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Crestmont Private Wealth held 802 shares of GE Aerospace worth $300K as of Q2 2026.
Crestmont Private Wealth sold 37 GE Aerospace shares in Q2 2026, an estimated $11.6K.
GE Aerospace made up 0.08% of Crestmont Private Wealth's portfolio in Q2 2026, its #84 holding.
Crestmont Private Wealth first reported a position in GE Aerospace in Q3 2024 and has held it in 6 quarters since.
3,445 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.