HCR 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 | $1.26M | Buy |
3,361
+37
| +1% | +$11.6K | 0.11% | 102 |
|
|
2026
Q1 | $943K | Sell |
3,324
-21
| -0.6% | -$6.6K | 0.1% | 115 |
|
|
2025
Q4 | $1.03M | Buy |
3,345
+137
| +4% | +$41.3K | 0.1% | 110 |
|
|
2025
Q3 | $961K | Hold |
3,208
| – | – | 0.1% | 112 |
|
|
2025
Q2 | $826K | Buy |
3,208
+1
| +0% | +$219 | 0.1% | 112 |
|
|
2025
Q1 | $642K | Sell |
3,207
-15
| -0.5% | -$2.95K | 0.08% | 120 |
|
|
2024
Q4 | $538K | Buy |
3,222
+6
| +0.2% | +$1.07K | 0.07% | 133 |
|
|
2024
Q3 | $607K | Buy |
3,216
+16
| +0.5% | +$2.71K | 0.08% | 127 |
|
|
2024
Q2 | $509K | Sell |
3,200
-1,009
| -24% | -$161K | 0.07% | 126 |
|
|
2024
Q1 | $590K | Buy |
4,209
+125
| +3% | +$14.7K | 0.09% | 123 |
|
|
2023
Q4 | $416K | Buy |
4,084
+212
| +5% | +$19.6K | 0.07% | 131 |
|
|
2023
Q3 | $342K | Sell |
3,872
-34
| -0.9% | -$3.06K | 0.07% | 124 |
|
|
2023
Q2 | $342K | Hold |
3,906
| – | – | 0.06% | 131 |
|
|
2023
Q1 | $298K | Sell |
3,906
-1,108
| -22% | -$74.1K | 0.06% | 143 |
|
|
2022
Q4 | $262K | Buy |
+5,014
| New | +$246K | 0.06% | 144 |
|
|
2022
Q1 | – | Sell |
-4,950
| Closed | -$291K | – | 195 |
|
|
2021
Q4 | $291K | Hold |
4,950
| – | – | 0.05% | 165 |
|
|
2021
Q3 | $318K | Sell |
4,950
-21
| -0.4% | -$1.35K | 0.05% | 161 |
|
|
2021
Q2 | $333K | Buy |
4,971
+46
| +0.9% | +$3.07K | 0.06% | 151 |
|
|
2021
Q1 | $322K | Sell |
4,925
-816
| -14% | -$49.4K | 0.06% | 152 |
|
|
2020
Q4 | $309K | Buy |
+5,741
| New | +$257K | 0.06% | 143 |
|
|
2020
Q3 | – | Sell |
-5,741
| Closed | -$194K | – | 245 |
|
|
2020
Q2 | $194K | Buy |
5,741
+72
| +1% | +$2.43K | 0.05% | 149 |
|
|
2020
Q1 | $224K | Sell |
5,669
-28
| -0.5% | -$1.49K | 0.06% | 139 |
|
|
2019
Q4 | $317K | Buy |
5,697
+1,066
| +23% | +$55.1K | 0.08% | 125 |
|
|
2019
Q3 | $207K | Sell |
4,631
-1,188
| -20% | -$55.8K | 0.07% | 143 |
|
|
2019
Q2 | $304K | Buy |
5,819
+2,579
| +80% | +$127K | 0.09% | 126 |
|
|
2019
Q1 | $181K | Sell |
3,240
-2,529
| -44% | -$119K | 0.05% | 164 |
|
|
2018
Q4 | $209K | Sell |
5,769
-27
| -0.5% | -$1.22K | 0.07% | 145 |
|
|
2018
Q3 | $328K | Sell |
5,796
-353
| -6% | -$21.8K | 0.11% | 122 |
|
|
2018
Q2 | $389K | Buy |
6,149
+169
| +3% | +$11.3K | 0.13% | 124 |
|
|
2018
Q1 | $386K | Sell |
5,980
-778
| -12% | -$57.6K | 0.13% | 122 |
|
|
2017
Q4 | $565K | Buy |
6,758
+92
| +1% | +$8.78K | 0.2% | 101 |
|
|
2017
Q3 | $772K | Buy |
6,666
+681
| +11% | +$82.3K | 0.32% | 77 |
|
|
2017
Q2 | $775K | Sell |
5,985
-51
| -0.8% | -$6.99K | 0.38% | 62 |
|
|
2017
Q1 | $862K | Buy |
6,036
+31
| +0.5% | +$4.49K | 0.44% | 58 |
|
|
2016
Q4 | $909K | Buy |
+6,005
| New | +$872K | 0.48% | 46 |
|
Other funds holding GE
HCR Wealth Advisors's GE Position: Q2 2026 in Review
HCR Wealth Advisors increased its GE Aerospace (GE) stake by 1.1% in Q2 2026, buying an estimated $11.6K and bringing the position to 3,361 shares worth $1.26M. The position accounts for 0.11% of the portfolio, ranked #102.
HCR Wealth Advisors first reported a position in GE in Q4 2016 and has held it in 35 quarters since. 3,437 funds tracked by Wall St. Rank hold GE as of Q2 2026.
- HCR Wealth Advisors held 3,361 shares of GE Aerospace worth $1.26M as of Q2 2026.
- HCR Wealth Advisors bought 37 GE Aerospace shares in Q2 2026, an estimated $11.6K.
- GE Aerospace made up 0.11% of HCR Wealth Advisors's portfolio in Q2 2026, its #102 holding.
- HCR Wealth Advisors first reported a position in GE Aerospace in Q4 2016 and has held it in 35 quarters since.
- 3,437 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.
Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.