Forza Wealth Management’s GE Aerospace GE Stock Holding History

Forza Wealth 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	$895K	Hold	2,395	–	–	0.27%	82
2026 Q1	$680K	Hold	2,395	–	–	0.24%	101
2025 Q4	$738K	Hold	2,395	–	–	0.27%	85
2025 Q3	$720K	Hold	2,395	–	–	0.28%	87
2025 Q2	$616K	Hold	2,395	–	–	0.25%	96
2025 Q1	$479K	Buy	2,395 +31	+1%	+$6.1K	0.22%	110
2024 Q4	$394K	Hold	2,364	–	–	0.18%	131
2024 Q3	$446K	Hold	2,364	–	–	0.2%	128
2024 Q2	$376K	Sell	2,364 -1,707	-42%	-$273K	0.19%	132
2024 Q1	$570K	Buy	4,071 +234	+6%	+$27.6K	0.3%	93
2023 Q4	$391K	Sell	3,837 -62	-2%	-$5.74K	0.22%	125
2023 Q3	$344K	Hold	3,899	–	–	0.18%	140
2023 Q2	$342K	Hold	3,899	–	–	0.17%	143
2023 Q1	$298K	Sell	3,899 -1,096	-22%	-$73.3K	0.15%	148
2022 Q4	$261K	Buy	+4,995	New	+$246K	0.17%	125

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

Forza Wealth Management's GE Position: Q2 2026 in Review

Forza Wealth Management held its GE Aerospace (GE) position steady in Q2 2026 at 2,395 shares worth $895K. The position accounts for 0.27% of the portfolio, ranked #82.

Forza Wealth Management first reported a position in GE in Q4 2022 and has held it in 15 quarters since. 3,437 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Forza Wealth Management held 2,395 shares of GE Aerospace worth $895K as of Q2 2026.
Forza Wealth Management left its GE Aerospace share count unchanged in Q2 2026.
GE Aerospace made up 0.27% of Forza Wealth Management's portfolio in Q2 2026, its #82 holding.
Forza Wealth Management first reported a position in GE Aerospace in Q4 2022 and has held it in 15 quarters since.
3,437 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.