Evergreen Advisors’s GE Aerospace GE Stock Holding History

Evergreen 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	–	Sell	-476	Closed	-$135K	–	87
2026 Q1	$135K	Buy	+476	New	+$150K	0.03%	34

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

Evergreen Advisors's GE Position: Q2 2026 in Review

Evergreen Advisors sold out of GE Aerospace (GE) in Q2 2026, closing a stake of 476 shares — an estimated $135K sold.

Evergreen Advisors first reported a position in GE in Q1 2026 and held it in 1 quarter. The position peaked at $135K in Q1 2026. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Evergreen Advisors reported no remaining GE Aerospace position as of Q2 2026 after selling out during the quarter.
Evergreen Advisors sold 476 GE Aerospace shares in Q2 2026, an estimated $135K.
Evergreen Advisors first reported a position in GE Aerospace in Q1 2026 and held it in 1 quarter.
Evergreen Advisors's GE Aerospace position peaked at $135K in Q1 2026.
3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.