Cypress Wealth Services’s GE Aerospace GE Stock Holding History

Cypress Wealth Services’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	$392K	Buy	1,050 +18	+2%	+$5.63K	0.05%	281
2026 Q1	$293K	Sell	1,032 -140	-12%	-$44K	0.04%	310
2025 Q4	$361K	Buy	1,172 +140	+14%	+$42.2K	0.05%	258
2025 Q3	$310K	Buy	1,032 +30	+3%	+$8.2K	0.05%	250
2025 Q2	$258K	Buy	+1,002	New	+$220K	0.05%	261
2018 Q4	–	Sell	-17,450	Closed	-$944K	–	231
2018 Q3	$944K	Sell	17,450 -383	-2%	-$23.6K	0.34%	85
2018 Q2	$1.16M	Sell	17,833 -293	-2%	-$19.5K	0.44%	67
2018 Q1	$1.17M	Buy	18,126 +26	+0.1%	+$1.93K	0.5%	58
2017 Q4	$1.51M	Buy	+18,100	New	+$1.73M	0.63%	47

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

Cypress Wealth Services's GE Position: Q2 2026 in Review

Cypress Wealth Services increased its GE Aerospace (GE) stake by 1.7% in Q2 2026, buying an estimated $5.63K and bringing the position to 1,050 shares worth $392K. The position accounts for 0.05% of the portfolio, ranked #281.

Cypress Wealth Services first reported a position in GE in Q4 2017 and has held it in 9 quarters since. The position peaked at $1.51M in Q4 2017. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Cypress Wealth Services held 1,050 shares of GE Aerospace worth $392K as of Q2 2026.
Cypress Wealth Services bought 18 GE Aerospace shares in Q2 2026, an estimated $5.63K.
GE Aerospace made up 0.05% of Cypress Wealth Services's portfolio in Q2 2026, its #281 holding.
Cypress Wealth Services first reported a position in GE Aerospace in Q4 2017 and has held it in 9 quarters since.
Cypress Wealth Services's GE Aerospace position peaked at $1.51M in Q4 2017.
3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.