Financial Synergies Wealth Advisors’s GE Aerospace GE Stock Holding History

Financial Synergies 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 Q3	$320K	Buy	1,024 +42	+4%	+$14.6K	0.03%	108
2026 Q2	$367K	Buy	982 +43	+5%	+$13.5K	0.03%	98
2026 Q1	$266K	Buy	+939	New	+$295K	0.03%	101
2024 Q2	–	Sell	-244	Closed	-$34.2K	–	213
2024 Q1	$34.2K	Hold	244	–	–	﹤0.01%	153
2023 Q4	$16.3K	Hold	244	–	–	﹤0.01%	150
2023 Q3	$21.6K	Hold	244	–	–	﹤0.01%	166
2023 Q2	$21.4K	Hold	244	–	–	﹤0.01%	159
2023 Q1	$18.6K	Sell	244 -69	-22%	-$4.62K	﹤0.01%	186
2022 Q4	$16.3K	Hold	313	–	–	﹤0.01%	150
2022 Q3	$12.1K	Hold	313	–	–	﹤0.01%	147
2022 Q2	$12.4K	Buy	+313	New	+$15.2K	﹤0.01%	155
2022 Q1	–	Sell	-4,932	Closed	-$290K	–	65
2021 Q4	$290K	Hold	4,932	–	–	0.04%	59
2021 Q3	$317K	Buy	+4,932	New	+$317K	0.04%	55

Other funds holding GE

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

Financial Synergies Wealth Advisors's GE Position: Q3 2026 in Review

Financial Synergies Wealth Advisors increased its GE Aerospace (GE) stake by 4.3% in Q3 2026, buying an estimated $14.6K and bringing the position to 1,024 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #108.

Financial Synergies Wealth Advisors first reported a position in GE in Q3 2021 and has held it in 13 quarters since. The position peaked at $367K in Q2 2026. 496 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Financial Synergies Wealth Advisors held 1,024 shares of GE Aerospace worth $320K as of Q3 2026.
Financial Synergies Wealth Advisors bought 42 GE Aerospace shares in Q3 2026, an estimated $14.6K.
GE Aerospace made up 0.03% of Financial Synergies Wealth Advisors's portfolio in Q3 2026, its #108 holding.
Financial Synergies Wealth Advisors first reported a position in GE Aerospace in Q3 2021 and has held it in 13 quarters since.
Financial Synergies Wealth Advisors's GE Aerospace position peaked at $367K in Q2 2026.
496 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.