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 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

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

Financial Synergies Wealth Advisors's GE Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its GE Aerospace (GE) stake by 4.6% in Q2 2026, buying an estimated $13.5K and bringing the position to 982 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #98.

Financial Synergies Wealth Advisors first reported a position in GE in Q3 2021 and has held it in 12 quarters since. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Financial Synergies Wealth Advisors held 982 shares of GE Aerospace worth $367K as of Q2 2026.
Financial Synergies Wealth Advisors bought 43 GE Aerospace shares in Q2 2026, an estimated $13.5K.
GE Aerospace made up 0.03% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #98 holding.
Financial Synergies Wealth Advisors first reported a position in GE Aerospace in Q3 2021 and has held it in 12 quarters since.
3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.