GoalVest Advisory’s GE Aerospace GE Stock Holding History

GoalVest Advisory’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	$2.68M	Buy	7,174 +1,010	+16%	+$316K	0.5%	28
2026 Q1	$1.75M	Buy	6,164 +2,730	+79%	+$858K	0.34%	47
2025 Q4	$1.06M	Buy	3,434 +3,410	+14,208%	+$1.03M	0.2%	78
2025 Q3	$7.22K	Hold	24	–	–	﹤0.01%	348
2025 Q2	$6.18K	Hold	24	–	–	﹤0.01%	323
2025 Q1	$4.8K	Buy	24 +12	+100%	+$2.36K	﹤0.01%	290
2024 Q4	$2K	Hold	12	–	–	﹤0.01%	342
2024 Q3	$2.26K	Hold	12	–	–	﹤0.01%	353
2024 Q2	$1.91K	Sell	12 -3	-20%	-$479	﹤0.01%	298
2024 Q1	$2.11K	Hold	15	–	–	﹤0.01%	368
2023 Q4	$1.53K	Hold	15	–	–	﹤0.01%	340
2023 Q3	$1.33K	Hold	15	–	–	﹤0.01%	437
2023 Q2	$1.32K	Hold	15	–	–	﹤0.01%	356
2023 Q1	$1.13K	Buy	+15	New	+$1K	﹤0.01%	235

Other funds holding GE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

GoalVest Advisory's GE Position: Q2 2026 in Review

GoalVest Advisory increased its GE Aerospace (GE) stake by 16% in Q2 2026, buying an estimated $316K and bringing the position to 7,174 shares worth $2.68M. The position accounts for 0.5% of the portfolio, ranked #28.

GoalVest Advisory first reported a position in GE in Q1 2023 and has held it in 14 quarters since. 615 funds tracked by Wall St. Rank hold GE as of Q2 2026.

GoalVest Advisory held 7,174 shares of GE Aerospace worth $2.68M as of Q2 2026.
GoalVest Advisory bought 1,010 GE Aerospace shares in Q2 2026, an estimated $316K.
GE Aerospace made up 0.5% of GoalVest Advisory's portfolio in Q2 2026, its #28 holding.
GoalVest Advisory first reported a position in GE Aerospace in Q1 2023 and has held it in 14 quarters since.
615 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.