Heartwood Wealth Advisors’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
Other funds holding GE
Heartwood Wealth Advisors's GE Position: Q2 2026 in Review
Heartwood Wealth Advisors opened a new position in GE Aerospace (GE) in Q2 2026: 705 shares worth $263K. The stake represents 0.02% of the portfolio and ranks #207 among its holdings. This is a return to the name: Heartwood Wealth Advisors previously reported a position in GE as recently as Q4 2025.
Heartwood Wealth Advisors first reported a position in GE in Q3 2025 and has held it in 3 quarters since. 3,421 funds tracked by Wall St. Rank hold GE as of Q2 2026.
- Heartwood Wealth Advisors held 705 shares of GE Aerospace worth $263K as of Q2 2026.
- GE Aerospace was a new Heartwood Wealth Advisors position in Q2 2026.
- GE Aerospace made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #207 holding.
- Heartwood Wealth Advisors first reported a position in GE Aerospace in Q3 2025 and has held it in 3 quarters since.
- 3,421 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.
Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.