Empirical Wealth Management’s GE Aerospace GE Stock Holding History

Empirical 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	$6.16M	Sell	16,489 -3,832	-19%	-$1.2M	0.09%	137
2026 Q1	$5.77M	Buy	20,321 +1,081	+6%	+$340K	0.1%	131
2025 Q4	$5.93M	Buy	19,240 +3,291	+21%	+$991K	0.11%	128
2025 Q3	$4.8M	Buy	15,949 +798	+5%	+$218K	0.1%	143
2025 Q2	$3.9M	Buy	15,151 +751	+5%	+$165K	0.09%	147
2025 Q1	$2.88M	Buy	14,400 +10,177	+241%	+$2M	0.07%	172
2024 Q4	$704K	Sell	4,223 -97	-2%	-$17.3K	0.02%	325
2024 Q3	$815K	Buy	4,320 +689	+19%	+$117K	0.02%	299
2024 Q2	$577K	Buy	3,631 +108	+3%	+$17.2K	0.02%	333
2024 Q1	$494K	Sell	3,523 -1,147	-25%	-$135K	0.01%	347
2023 Q4	$476K	Buy	4,670 +1,774	+61%	+$164K	0.02%	329
2023 Q3	$255K	Buy	2,896 +426	+17%	+$38.3K	0.01%	400
2023 Q2	$217K	Sell	2,470 -176	-7%	-$14.3K	0.01%	433
2023 Q1	$202K	Buy	+2,646	New	+$177K	0.01%	446
2021 Q3	–	Sell	-4,479	Closed	-$300K	–	465
2021 Q2	$300K	Buy	4,479 +2,374	+113%	+$158K	0.02%	369
2021 Q1	$138K	Sell	2,105 -138	-6%	-$8.36K	0.01%	378
2020 Q4	$121K	Sell	2,243 -235	-9%	-$10.5K	0.01%	348
2020 Q3	$77K	Sell	2,478 -2,785	-53%	-$90.5K	0.01%	337
2020 Q2	$179K	Sell	5,263 -2,865	-35%	-$96.6K	0.02%	313
2020 Q1	$322K	Buy	8,128 +110	+1%	+$5.87K	0.04%	243
2019 Q4	$446K	Buy	8,018 +1,176	+17%	+$60.8K	0.05%	202
2019 Q3	$305K	Buy	6,842 +228	+3%	+$10.7K	0.04%	231
2019 Q2	$346K	Buy	6,614 +375	+6%	+$18.5K	0.05%	190
2019 Q1	$311K	Sell	6,239 -1,420	-19%	-$66.9K	0.05%	180
2018 Q4	$278K	Sell	7,659 -1,110	-13%	-$50.1K	0.05%	167
2018 Q3	$474K	Buy	8,769 +4,078	+87%	+$251K	0.08%	122
2018 Q2	$306K	Buy	4,691 +1,103	+31%	+$73.6K	0.06%	150
2018 Q1	$232K	Sell	3,588 -3,189	-47%	-$236K	0.05%	154
2017 Q4	$567K	Sell	6,777 -42	-0.6%	-$4.01K	0.12%	83
2017 Q3	$790K	Buy	6,819 +328	+5%	+$39.7K	0.18%	63
2017 Q2	$840K	Buy	6,491 +312	+5%	+$42.8K	0.2%	53
2017 Q1	$883K	Sell	6,179 -643	-9%	-$93.1K	0.22%	51
2016 Q4	$1.03M	Buy	6,822 +788	+13%	+$114K	0.25%	53
2016 Q3	$856K	Buy	6,034 +1,195	+25%	+$178K	0.22%	55
2016 Q2	$730K	Sell	4,839 -1,014	-17%	-$148K	0.19%	57
2016 Q1	$892K	Buy	5,853 +180	+3%	+$25.4K	0.22%	54
2015 Q4	$847K	Buy	5,673 +381	+7%	+$54.1K	0.21%	53
2015 Q3	$640K	Buy	5,292 +2	+0%	+$245	0.15%	68
2015 Q2	$674K	Sell	5,290 -197	-4%	-$25.5K	0.16%	63
2015 Q1	$652K	Sell	5,487 -634	-10%	-$75.5K	0.16%	61
2014 Q4	$741K	Sell	6,121 -89	-1%	-$10.9K	0.18%	58
2014 Q3	$763K	Buy	6,210 +1,480	+31%	+$184K	0.18%	55
2014 Q2	$596K	Sell	4,730 -114	-2%	-$14.5K	0.15%	63
2014 Q1	$601K	Sell	4,844 -15	-0.3%	-$1.85K	0.16%	60
2013 Q4	$653K	Sell	4,859 -43	-0.9%	-$5.42K	0.18%	52
2013 Q3	$561K	Buy	4,902 +503	+11%	+$57.7K	0.18%	53
2013 Q2	$489K	Buy	+4,399	New	+$487K	0.16%	55

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

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

Empirical Wealth Management reduced its GE Aerospace (GE) stake by 19% in Q2 2026, selling an estimated $1.2M and leaving 16,489 shares worth $6.16M. The position accounts for 0.09% of the portfolio, ranked #137.

Empirical Wealth Management first reported a position in GE in Q2 2013 and has held it in 47 quarters since. 1,454 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Empirical Wealth Management held 16,489 shares of GE Aerospace worth $6.16M as of Q2 2026.
Empirical Wealth Management sold 3,832 GE Aerospace shares in Q2 2026, an estimated $1.2M.
GE Aerospace made up 0.09% of Empirical Wealth Management's portfolio in Q2 2026, its #137 holding.
Empirical Wealth Management first reported a position in GE Aerospace in Q2 2013 and has held it in 47 quarters since.
1,454 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.