Elevation Wealth Partners’s GE Aerospace GE Stock Holding History

Elevation 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	$98.7K	Buy	264 +86	+48%	+$26.9K	0.03%	195
2026 Q1	$50.5K	Buy	178 +6	+3%	+$1.89K	0.02%	241
2025 Q4	$53K	Buy	172 +34	+25%	+$10.2K	0.02%	234
2025 Q3	$41.5K	Buy	138 +76	+123%	+$20.8K	0.02%	262
2025 Q2	$16K	Hold	62	–	–	0.01%	333
2025 Q1	$12.4K	Sell	62 -12	-16%	-$2.36K	0.01%	351
2024 Q4	$12.3K	Hold	74	–	–	0.01%	354
2024 Q3	$14K	Hold	74	–	–	0.01%	327
2024 Q2	$11.8K	Sell	74 -4	-5%	-$639	0.01%	335
2024 Q1	$10.9K	Hold	78	–	–	0.01%	348
2023 Q4	$6.86K	Hold	78	–	–	﹤0.01%	353
2023 Q3	$6.86K	Hold	78	–	–	0.01%	261
2023 Q2	$6.81K	Hold	78	–	–	0.01%	268
2023 Q1	$5.93K	Buy	+78	New	+$5.22K	0.01%	282

Other funds holding GE

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Elevation Wealth Partners increased its GE Aerospace (GE) stake by 48% in Q2 2026, buying an estimated $26.9K and bringing the position to 264 shares worth $98.7K. The position accounts for 0.03% of the portfolio, ranked #195.

Elevation Wealth Partners first reported a position in GE in Q1 2023 and has held it in 14 quarters since. 1,454 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Elevation Wealth Partners held 264 shares of GE Aerospace worth $98.7K as of Q2 2026.
Elevation Wealth Partners bought 86 GE Aerospace shares in Q2 2026, an estimated $26.9K.
GE Aerospace made up 0.03% of Elevation Wealth Partners's portfolio in Q2 2026, its #195 holding.
Elevation Wealth Partners first reported a position in GE Aerospace in Q1 2023 and has held it in 14 quarters since.
1,454 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.