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Golden State Wealth Management’s GE Aerospace GE Stock Holding History

Golden State 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 		$800K Buy
2,140
+110
+5% +$34.4K 0.07% 217
2026
Q1 		$576K Sell
2,030
-237
-10% -$74.5K 0.06% 230
2025
Q4 		$699K Buy
2,267
+100
+5% +$30.1K 0.07% 208
2025
Q3 		$652K Buy
2,167
+123
+6% +$33.6K 0.07% 204
2025
Q2 		$526K Buy
2,044
+149
+8% +$32.7K 0.06% 221
2025
Q1 		$379K Buy
1,895
+388
+26% +$76.3K 0.06% 253
2024
Q4 		$251K Buy
+1,507
New +$269K 0.04% 289
2022
Q1 		– Sell
-3,916
Closed -$231K – 326
2021
Q4 		$231K Buy
+3,916
New +$246K 0.04% 337
2021
Q3 		– Sell
-2,409
Closed -$162K – 315
2021
Q2 		$162K Buy
2,409
+131
+6% +$8.74K 0.04% 293
2021
Q1 		$149K Sell
2,278
-530
-19% -$32.1K 0.05% 198
2020
Q4 		$151K Buy
2,808
+517
+23% +$23.2K 0.04% 235
2020
Q3 		$71K Sell
2,291
-178
-7% -$5.79K 0.02% 298
2020
Q2 		$84K Buy
2,469
+318
+15% +$10.7K 0.03% 183
2020
Q1 		$85K Buy
+2,151
New +$115K 0.04% 276
2019
Q4 		– Sell
-3,238
Closed -$144K – 388
2019
Q3 		$144K Buy
3,238
+381
+13% +$17.9K 0.05% 252
2019
Q2 		$149K Buy
2,857
+582
+26% +$28.6K 0.05% 270
2019
Q1 		$113K Buy
+2,275
New +$107K 0.04% 306

Other funds holding GE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Golden State Wealth Management's GE Position: Q2 2026 in Review

Golden State Wealth Management increased its GE Aerospace (GE) stake by 5.4% in Q2 2026, buying an estimated $34.4K and bringing the position to 2,140 shares worth $800K. The position accounts for 0.07% of the portfolio, ranked #217.

Golden State Wealth Management first reported a position in GE in Q1 2019 and has held it in 17 quarters since. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Golden State Wealth Management held 2,140 shares of GE Aerospace worth $800K as of Q2 2026.
  • Golden State Wealth Management bought 110 GE Aerospace shares in Q2 2026, an estimated $34.4K.
  • GE Aerospace made up 0.07% of Golden State Wealth Management's portfolio in Q2 2026, its #217 holding.
  • Golden State Wealth Management first reported a position in GE Aerospace in Q1 2019 and has held it in 17 quarters since.
  • 3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.