Fulcrum Wealth Advisors’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.46M Buy
9,252
+820
+10% +$257K 2.64% 11
2026
Q1
$2.39M Sell
8,432
-2,272
-21% -$714K 1.98% 18
2025
Q4
$3.3M Buy
+10,704
New +$3.22M 2.71% 12

Other funds holding GE

Fulcrum Wealth Advisors's GE Position: Q2 2026 in Review

Fulcrum Wealth Advisors increased its GE Aerospace (GE) stake by 9.7% in Q2 2026, buying an estimated $257K and bringing the position to 9,252 shares worth $3.46M. The position accounts for 2.64% of the portfolio, ranked #11.

Fulcrum Wealth Advisors first reported a position in GE in Q4 2025 and has held it in 3 quarters since. 3,422 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Fulcrum Wealth Advisors held 9,252 shares of GE Aerospace worth $3.46M as of Q2 2026.
  • Fulcrum Wealth Advisors bought 820 GE Aerospace shares in Q2 2026, an estimated $257K.
  • GE Aerospace made up 2.64% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Fulcrum Wealth Advisors first reported a position in GE Aerospace in Q4 2025 and has held it in 3 quarters since.
  • 3,422 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.