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Davis Wealth Advisors’s GE Aerospace GE Stock Holding History

Davis Wealth Advisors’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 		$401K Sell
1,074
-155
-13% -$48.5K 0.31% 56
2026
Q1 		$349K Hold
1,229
– – 0.29% 55
2025
Q4 		$379K Sell
1,229
-212
-15% -$63.8K 0.31% 51
2025
Q3 		$433K Sell
1,441
-472
-25% -$129K 0.39% 50
2025
Q2 		$492K Hold
1,913
– – 0.52% 44
2025
Q1 		$383K Hold
1,913
– – 0.43% 44
2024
Q4 		$319K Buy
+1,913
New +$341K 0.35% 48

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 $3.38T AUM 44.17% 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

Davis Wealth Advisors's GE Position: Q2 2026 in Review

Davis Wealth Advisors reduced its GE Aerospace (GE) stake by 13% in Q2 2026, selling an estimated $48.5K and leaving 1,074 shares worth $401K. The position accounts for 0.31% of the portfolio, ranked #56.

Davis Wealth Advisors first reported a position in GE in Q4 2024 and has held it in 7 quarters since. The position peaked at $492K in Q2 2025. 3,458 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Davis Wealth Advisors held 1,074 shares of GE Aerospace worth $401K as of Q2 2026.
  • Davis Wealth Advisors sold 155 GE Aerospace shares in Q2 2026, an estimated $48.5K.
  • GE Aerospace made up 0.31% of Davis Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • Davis Wealth Advisors first reported a position in GE Aerospace in Q4 2024 and has held it in 7 quarters since.
  • Davis Wealth Advisors's GE Aerospace position peaked at $492K in Q2 2025.
  • 3,458 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Davis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.