Elwood & Goetz Wealth Advisory Group’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$607K Buy
1,623
+103
+7% +$32.2K 0.09% 74
2026
Q1
$431K Sell
1,520
-105
-6% -$33K 0.07% 78
2025
Q4
$501K Buy
1,625
+64
+4% +$19.3K 0.09% 64
2025
Q3
$470K Buy
1,561
+91
+6% +$24.9K 0.09% 70
2025
Q2
$378K Hold
1,470
0.08% 73
2025
Q1
$294K Hold
1,470
0.07% 76
2024
Q4
$245K Hold
1,470
0.06% 86
2024
Q3
$277K Sell
1,470
-33
-2% -$5.59K 0.07% 78
2024
Q2
$239K Sell
1,503
-230
-13% -$36.7K 0.07% 73
2024
Q1
$243K Buy
+1,733
New +$204K 0.06% 78

Other funds holding GE

Elwood & Goetz Wealth Advisory Group's GE Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its GE Aerospace (GE) stake by 6.8% in Q2 2026, buying an estimated $32.2K and bringing the position to 1,623 shares worth $607K. The position accounts for 0.09% of the portfolio, ranked #74.

Elwood & Goetz Wealth Advisory Group first reported a position in GE in Q1 2024 and has held it in 10 quarters since. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 1,623 shares of GE Aerospace worth $607K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group bought 103 GE Aerospace shares in Q2 2026, an estimated $32.2K.
  • GE Aerospace made up 0.09% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #74 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in GE Aerospace in Q1 2024 and has held it in 10 quarters since.
  • 3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.