EWA
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EverSource Wealth Advisors’s GE Aerospace GE Stock Holding History

EverSource 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 		$3.6M Sell
9,641
-1,758
-15% -$550K 0.12% 151
2026
Q1 		$3.23M Buy
11,399
+1,983
+21% +$623K 0.1% 160
2025
Q4 		$2.9M Buy
9,416
+553
+6% +$167K 0.11% 154
2025
Q3 		$2.67M Buy
8,863
+98
+1% +$26.8K 0.11% 147
2025
Q2 		$2.26M Sell
8,765
-1,167
-12% -$256K 0.1% 148
2025
Q1 		$1.99M Buy
9,932
+2,024
+26% +$398K 0.11% 148
2024
Q4 		$1.32M Buy
7,908
+1,898
+32% +$339K 0.07% 204
2024
Q3 		$1.13M Buy
6,010
+651
+12% +$110K 0.07% 199
2024
Q2 		$912K Sell
5,359
-891
-14% -$142K 0.06% 226
2024
Q1 		$807K Buy
6,250
+3,442
+123% +$406K 0.06% 206
2023
Q4 		$286K Sell
2,808
-104
-4% -$9.63K 0.03% 351
2023
Q3 		$257K Sell
2,912
-130
-4% -$11.7K 0.03% 350
2023
Q2 		$267K Buy
3,042
+364
+14% +$29.5K 0.03% 340
2023
Q1 		$204K Sell
2,678
-177
-6% -$11.8K 0.03% 367
2022
Q4 		$149K Buy
2,855
+179
+7% +$8.8K 0.02% 408
2022
Q3 		$103K Buy
2,676
+1,297
+94% +$57K 0.02% 423
2022
Q2 		$55K Buy
1,379
+307
+29% +$14.9K 0.01% 597
2022
Q1 		$61K Buy
1,072
+67
+7% +$4K 0.02% 430
2021
Q4 		$59K Buy
+1,005
New +$63.1K 0.02% 394

Other funds holding GE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

EverSource Wealth Advisors reduced its GE Aerospace (GE) stake by 15% in Q2 2026, selling an estimated $550K and leaving 9,641 shares worth $3.6M. The position accounts for 0.12% of the portfolio, ranked #151.

EverSource Wealth Advisors first reported a position in GE in Q4 2021 and has held it in 19 quarters since. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • EverSource Wealth Advisors held 9,641 shares of GE Aerospace worth $3.6M as of Q2 2026.
  • EverSource Wealth Advisors sold 1,758 GE Aerospace shares in Q2 2026, an estimated $550K.
  • GE Aerospace made up 0.12% of EverSource Wealth Advisors's portfolio in Q2 2026, its #151 holding.
  • EverSource Wealth Advisors first reported a position in GE Aerospace in Q4 2021 and has held it in 19 quarters since.
  • 3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.