EWM
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Elevation Wealth Management’s GE Aerospace GE Stock Holding History

Elevation Wealth Management’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 		$341K Sell
913
-3
-0.3% -$939 0.26% 96
2026
Q1 		$260K Buy
916
+74
+9% +$23.3K 0.24% 102
2025
Q4 		$260K Buy
+842
New +$254K 0.25% 103

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 $3.37T AUM 44.26% 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

Elevation Wealth Management's GE Position: Q2 2026 in Review

Elevation Wealth Management reduced its GE Aerospace (GE) stake by 0.33% in Q2 2026, selling an estimated $939 and leaving 913 shares worth $341K. The position accounts for 0.26% of the portfolio, ranked #96.

Elevation Wealth Management first reported a position in GE in Q4 2025 and has held it in 3 quarters since. 3,437 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Elevation Wealth Management held 913 shares of GE Aerospace worth $341K as of Q2 2026.
  • Elevation Wealth Management sold 3 GE Aerospace shares in Q2 2026, an estimated $939.
  • GE Aerospace made up 0.26% of Elevation Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Elevation Wealth Management first reported a position in GE Aerospace in Q4 2025 and has held it in 3 quarters since.
  • 3,437 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.