Encompass Wealth Advisors’s GE Aerospace GE Stock Holding History

Encompass 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	$387K	Sell	1,036 -51	-5%	-$16K	0.12%	76
2026 Q1	$308K	Buy	1,087 +84	+8%	+$26.4K	0.11%	82
2025 Q4	$309K	Sell	1,003 -17	-2%	-$5.12K	0.11%	83
2025 Q3	$307K	Buy	1,020 +1	+0.1%	+$273	0.1%	87
2025 Q2	$262K	Hold	1,019	–	–	0.1%	91
2025 Q1	$204K	Buy	+1,019	New	+$200K	0.08%	96

Other funds holding GE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Encompass Wealth Advisors reduced its GE Aerospace (GE) stake by 4.7% in Q2 2026, selling an estimated $16K and leaving 1,036 shares worth $387K. The position accounts for 0.12% of the portfolio, ranked #76.

Encompass Wealth Advisors first reported a position in GE in Q1 2025 and has held it in 6 quarters since. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Encompass Wealth Advisors held 1,036 shares of GE Aerospace worth $387K as of Q2 2026.
Encompass Wealth Advisors sold 51 GE Aerospace shares in Q2 2026, an estimated $16K.
GE Aerospace made up 0.12% of Encompass Wealth Advisors's portfolio in Q2 2026, its #76 holding.
Encompass Wealth Advisors first reported a position in GE Aerospace in Q1 2025 and has held it in 6 quarters since.
3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.