Heritage Family Offices’s GE Aerospace GE Stock Holding History

Heritage Family Offices’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	$266K	Buy	+939	New	+$295K	0.12%	161

Other funds holding GE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Heritage Family Offices's GE Position: Q1 2026 in Review

Heritage Family Offices opened a new position in GE Aerospace (GE) in Q1 2026: 939 shares worth $266K. The stake represents 0.12% of the portfolio and ranks #161 among its holdings.

3,207 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Heritage Family Offices held 939 shares of GE Aerospace worth $266K as of Q1 2026.
GE Aerospace was a new Heritage Family Offices position in Q1 2026.
GE Aerospace made up 0.12% of Heritage Family Offices's portfolio in Q1 2026, its #161 holding.
3,207 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.