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Finivi Inc’s GE Aerospace GE Stock Holding History

Finivi Inc’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 		$503K Sell
1,347
-77
-5% -$24.1K 0.26% 76
2026
Q1 		$404K Sell
1,424
-15
-1% -$4.71K 0.22% 77
2025
Q4 		$443K Sell
1,439
-103
-7% -$31K 0.26% 73
2025
Q3 		$464K Sell
1,542
-49
-3% -$13.4K 0.3% 70
2025
Q2 		$410K Buy
1,591
+80
+5% +$17.6K 0.28% 70
2025
Q1 		$302K Buy
1,511
+96
+7% +$18.9K 0.24% 73
2024
Q4 		$236K Buy
1,415
+250
+21% +$44.6K 0.19% 82
2024
Q3 		$220K Buy
+1,165
New +$197K 0.18% 82

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

Finivi Inc's GE Position: Q2 2026 in Review

Finivi Inc reduced its GE Aerospace (GE) stake by 5.4% in Q2 2026, selling an estimated $24.1K and leaving 1,347 shares worth $503K. The position accounts for 0.26% of the portfolio, ranked #76.

Finivi Inc first reported a position in GE in Q3 2024 and has held it in 8 quarters since. 3,386 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Finivi Inc held 1,347 shares of GE Aerospace worth $503K as of Q2 2026.
  • Finivi Inc sold 77 GE Aerospace shares in Q2 2026, an estimated $24.1K.
  • GE Aerospace made up 0.26% of Finivi Inc's portfolio in Q2 2026, its #76 holding.
  • Finivi Inc first reported a position in GE Aerospace in Q3 2024 and has held it in 8 quarters since.
  • 3,386 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.