HFO
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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
Q2 		$572K Buy
1,531
+592
+63% +$185K 0.22% 88
2026
Q1 		$266K Buy
+939
New +$295K 0.12% 161

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 $3.38T AUM 44.17% 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

Heritage Family Offices's GE Position: Q2 2026 in Review

Heritage Family Offices increased its GE Aerospace (GE) stake by 63% in Q2 2026, buying an estimated $185K and bringing the position to 1,531 shares worth $572K. The position accounts for 0.22% of the portfolio, ranked #88.

Heritage Family Offices first reported a position in GE in Q1 2026 and has held it in 2 quarters since. 3,458 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Heritage Family Offices held 1,531 shares of GE Aerospace worth $572K as of Q2 2026.
  • Heritage Family Offices bought 592 GE Aerospace shares in Q2 2026, an estimated $185K.
  • GE Aerospace made up 0.22% of Heritage Family Offices's portfolio in Q2 2026, its #88 holding.
  • Heritage Family Offices first reported a position in GE Aerospace in Q1 2026 and has held it in 2 quarters since.
  • 3,458 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.