Curated Wealth Partners’s GE Aerospace GE Stock Holding History

Curated 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	$832K	Sell	2,227 -647	-23%	-$203K	0.1%	74
2026 Q1	$816K	Sell	2,874 -309	-10%	-$97.1K	0.1%	79
2025 Q4	$980K	Buy	3,183 +1,406	+79%	+$423K	0.11%	71
2025 Q3	$535K	Sell	1,777 -20	-1%	-$5.47K	0.06%	88
2025 Q2	$463K	Buy	1,797 +9	+0.5%	+$1.98K	0.05%	100
2025 Q1	$358K	Buy	+1,788	New	+$352K	0.05%	114
2023 Q3	–	Sell	-4,488	Closed	-$393K	–	139
2023 Q2	$393K	Hold	4,488	–	–	0.08%	82
2023 Q1	$342K	Sell	4,488 -1,261	-22%	-$84.4K	0.08%	89
2022 Q4	$300K	Buy	5,749 +117	+2%	+$5.75K	0.07%	93
2022 Q3	$216K	Sell	5,632 -13	-0.2%	-$572	0.06%	116
2022 Q2	$224K	Sell	5,645 -162	-3%	-$7.85K	0.07%	115
2022 Q1	$343K	Hold	5,807	–	–	0.12%	96
2021 Q4	$343K	Sell	5,807 -2	-0%	-$126	0.11%	99
2021 Q3	$373K	Sell	5,809 -5	-0.1%	-$321	0.21%	94
2021 Q2	$390K	Hold	5,814	–	–	0.21%	91
2021 Q1	$380K	Buy	5,814 +177	+3%	+$10.7K	0.23%	89
2020 Q4	$304K	Buy	+5,637	New	+$253K	0.2%	103

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

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

Curated Wealth Partners reduced its GE Aerospace (GE) stake by 23% in Q2 2026, selling an estimated $203K and leaving 2,227 shares worth $832K. The position accounts for 0.1% of the portfolio, ranked #74.

Curated Wealth Partners first reported a position in GE in Q4 2020 and has held it in 17 quarters since. The position peaked at $980K in Q4 2025. 3,447 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Curated Wealth Partners held 2,227 shares of GE Aerospace worth $832K as of Q2 2026.
Curated Wealth Partners sold 647 GE Aerospace shares in Q2 2026, an estimated $203K.
GE Aerospace made up 0.1% of Curated Wealth Partners's portfolio in Q2 2026, its #74 holding.
Curated Wealth Partners first reported a position in GE Aerospace in Q4 2020 and has held it in 17 quarters since.
Curated Wealth Partners's GE Aerospace position peaked at $980K in Q4 2025.
3,447 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

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