GeoWealth Management’s GE Aerospace GE Stock Holding History

GeoWealth 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	$2.32M	Sell	6,221 -114	-2%	-$35.7K	0.07%	156
2026 Q1	$1.8M	Buy	6,335 +971	+18%	+$305K	0.06%	173
2025 Q4	$1.65M	Sell	5,364 -318	-6%	-$95.8K	0.06%	184
2025 Q3	$1.71M	Buy	5,682 +156	+3%	+$42.6K	0.06%	195
2025 Q2	$1.42M	Sell	5,526 -4,709	-46%	-$1.03M	0.06%	195
2025 Q1	$2.05M	Sell	10,235 -406	-4%	-$79.9K	0.08%	142
2024 Q4	$1.77M	Buy	10,641 +593	+6%	+$106K	0.06%	196
2024 Q3	$1.89M	Sell	10,048 -537	-5%	-$91K	0.07%	196
2024 Q2	$1.68M	Sell	10,585 -8,981	-46%	-$1.43M	0.07%	181
2024 Q1	$2.74M	Buy	19,566 +13,959	+249%	+$1.65M	0.11%	146
2023 Q4	$571K	Buy	+5,607	New	+$519K	0.05%	307
2022 Q2	–	Sell	-11,346	Closed	-$647K	–	354
2022 Q1	$647K	Buy	11,346 +5,251	+86%	+$313K	0.06%	181
2021 Q4	$359K	Sell	6,095 -340	-5%	-$21.4K	0.03%	234
2021 Q3	$413K	Buy	+6,435	New	+$414K	0.03%	236
2021 Q2	–	Sell	-6,409	Closed	-$419K	–	274
2021 Q1	$419K	Buy	+6,409	New	+$388K	0.07%	129
2019 Q4	–	Sell	-3,314	Closed	-$148K	–	134
2019 Q3	$148K	Buy	+3,314	New	+$156K	0.03%	212

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

GeoWealth Management's GE Position: Q2 2026 in Review

GeoWealth Management reduced its GE Aerospace (GE) stake by 1.8% in Q2 2026, selling an estimated $35.7K and leaving 6,221 shares worth $2.32M. The position accounts for 0.07% of the portfolio, ranked #156.

GeoWealth Management first reported a position in GE in Q3 2019 and has held it in 16 quarters since. The position peaked at $2.74M in Q1 2024. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

GeoWealth Management held 6,221 shares of GE Aerospace worth $2.32M as of Q2 2026.
GeoWealth Management sold 114 GE Aerospace shares in Q2 2026, an estimated $35.7K.
GE Aerospace made up 0.07% of GeoWealth Management's portfolio in Q2 2026, its #156 holding.
GeoWealth Management first reported a position in GE Aerospace in Q3 2019 and has held it in 16 quarters since.
GeoWealth Management's GE Aerospace position peaked at $2.74M in Q1 2024.
3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.