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Everhart Financial Group’s GE Aerospace GE Stock Holding History

Everhart Financial Group’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 		$4.77M Sell
12,771
-1,559
-11% -$488K 0.31% 41
2026
Q1 		$4.07M Buy
14,330
+1,773
+14% +$557K 0.35% 41
2025
Q4 		$3.87M Buy
12,557
+137
+1% +$41.3K 0.36% 35
2025
Q3 		$3.74M Buy
12,420
+439
+4% +$120K 0.37% 40
2025
Q2 		$3.08M Buy
11,981
+1,937
+19% +$425K 0.36% 42
2025
Q1 		$2.01M Buy
10,044
+667
+7% +$131K 0.27% 47
2024
Q4 		$1.56M Buy
9,377
+738
+9% +$132K 0.32% 56
2024
Q3 		$1.61M Buy
8,639
+1,195
+16% +$202K 0.36% 47
2024
Q2 		$1.17M Sell
7,444
-684
-8% -$109K 0.3% 59
2024
Q1 		$1.14M Buy
8,128
+2,474
+44% +$292K 0.33% 56
2023
Q4 		$576K Buy
5,654
+245
+5% +$22.7K 0.2% 100
2023
Q3 		$477K Buy
5,409
+329
+6% +$29.6K 0.2% 98
2023
Q2 		$445K Buy
5,080
+143
+3% +$11.6K 0.18% 108
2023
Q1 		$377K Buy
4,937
+640
+15% +$42.8K 0.17% 112
2022
Q4 		$224K Sell
4,297
-1,740
-29% -$85.5K 0.11% 159
2022
Q3 		$232K Buy
+6,037
New +$265K 0.13% 161
2022
Q2 		– Sell
-3,510
Closed -$200K – 190
2022
Q1 		$200K Buy
+3,510
New +$209K 0.12% 129
2021
Q1 		– Sell
-3,230
Closed -$174K – 86
2020
Q4 		$174K Buy
+3,230
New +$145K 0.16% 77

Other funds holding GE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Everhart Financial Group's GE Position: Q2 2026 in Review

Everhart Financial Group reduced its GE Aerospace (GE) stake by 11% in Q2 2026, selling an estimated $488K and leaving 12,771 shares worth $4.77M. The position accounts for 0.31% of the portfolio, ranked #41.

Everhart Financial Group first reported a position in GE in Q4 2020 and has held it in 18 quarters since. 615 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Everhart Financial Group held 12,771 shares of GE Aerospace worth $4.77M as of Q2 2026.
  • Everhart Financial Group sold 1,559 GE Aerospace shares in Q2 2026, an estimated $488K.
  • GE Aerospace made up 0.31% of Everhart Financial Group's portfolio in Q2 2026, its #41 holding.
  • Everhart Financial Group first reported a position in GE Aerospace in Q4 2020 and has held it in 18 quarters since.
  • 615 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.