Heck Capital Advisors’s GE Aerospace GE Stock Holding History

Heck Capital Advisors’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 Q1	–	Sell	-1,136	Closed	-$350K	–	220
2025 Q4	$350K	Sell	1,136 -26	-2%	-$7.83K	0.03%	175
2025 Q3	$350K	Buy	1,162 +28	+2%	+$7.65K	0.03%	167
2025 Q2	$292K	Buy	1,134 +634	+127%	+$139K	0.03%	164
2025 Q1	$100K	Hold	500	–	–	0.01%	165
2024 Q4	$83.4K	Hold	500	–	–	0.01%	158
2024 Q3	$94.3K	Hold	500	–	–	0.01%	155
2024 Q2	$79.5K	Sell	500 -127	-20%	-$20.3K	0.01%	152
2024 Q1	$87.8K	Hold	627	–	–	0.01%	149
2023 Q4	$63.8K	Hold	627	–	–	0.01%	148
2023 Q3	$55.3K	Hold	627	–	–	0.01%	149
2023 Q2	$54.9K	Hold	627	–	–	0.01%	139
2023 Q1	$47.8K	Sell	627 -176	-22%	-$11.8K	0.01%	129
2022 Q4	$41.9K	Hold	803	–	–	0.01%	130
2022 Q3	$31K	Hold	803	–	–	0.01%	130
2022 Q2	$31.8K	Hold	803	–	–	0.01%	131
2022 Q1	$45.8K	Hold	803	–	–	0.01%	122
2021 Q4	$47.2K	Hold	803	–	–	0.01%	112
2021 Q3	$51.5K	Buy	+803	New	+$51.6K	0.01%	111

Other funds holding GE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCI Fund Management

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM