Forum Financial Management’s GE Aerospace GE Stock Holding History

Forum Financial Management’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	$2.65M	Buy	7,084 +790	+13%	+$247K	0.03%	76
2026 Q1	$1.79M	Sell	6,294 -4,848	-44%	-$1.52M	0.03%	88
2025 Q4	$3.43M	Sell	11,142 -53	-0.5%	-$16K	0.04%	95
2025 Q3	$3.37M	Sell	11,195 -182	-2%	-$49.7K	0.05%	90
2025 Q2	$2.93M	Sell	11,377 -263	-2%	-$57.7K	0.04%	90
2025 Q1	$2.33M	Sell	11,640 -727	-6%	-$143K	0.04%	100
2024 Q4	$2.06M	Sell	12,367 -588	-5%	-$105K	0.03%	117
2024 Q3	$2.44M	Buy	12,955 +543	+4%	+$92K	0.04%	85
2024 Q2	$1.97M	Sell	12,412 -3,094	-20%	-$494K	0.04%	104
2024 Q1	$2.17M	Buy	15,506 +129	+0.8%	+$15.2K	0.04%	102
2023 Q4	$1.57M	Sell	15,377 -3,155	-17%	-$292K	0.03%	117
2023 Q3	$1.64M	Buy	18,532 +422	+2%	+$37.9K	0.04%	105
2023 Q2	$1.59M	Buy	18,110 +57	+0.3%	+$4.62K	0.04%	107
2023 Q1	$1.38M	Sell	18,053 -5,100	-22%	-$341K	0.04%	111
2022 Q4	$1.21M	Buy	23,153 +332	+1%	+$16.3K	0.04%	114
2022 Q3	$880K	Sell	22,821 -9,305	-29%	-$409K	0.04%	127
2022 Q2	$1.27M	Buy	32,126 +9,332	+41%	+$452K	0.06%	100
2022 Q1	$1.3M	Buy	22,794 +4,595	+25%	+$274K	0.06%	97
2021 Q4	$1.07M	Buy	+18,199	New	+$1.14M	0.06%	116

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

Forum Financial Management's GE Position: Q2 2026 in Review

Forum Financial Management increased its GE Aerospace (GE) stake by 13% in Q2 2026, buying an estimated $247K and bringing the position to 7,084 shares worth $2.65M. The position accounts for 0.03% of the portfolio, ranked #76.

Forum Financial Management first reported a position in GE in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.43M in Q4 2025. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Forum Financial Management held 7,084 shares of GE Aerospace worth $2.65M as of Q2 2026.
Forum Financial Management bought 790 GE Aerospace shares in Q2 2026, an estimated $247K.
GE Aerospace made up 0.03% of Forum Financial Management's portfolio in Q2 2026, its #76 holding.
Forum Financial Management first reported a position in GE Aerospace in Q4 2021 and has held it in 19 quarters since.
Forum Financial Management's GE Aerospace position peaked at $3.43M in Q4 2025.
3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.