Heritage Financial Services’s GE Aerospace GE Stock Holding History

Heritage Financial Services’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
2025 Q4	$301K	Buy	978 +18	+2%	+$5.42K	0.03%	96
2025 Q3	$289K	Sell	960 -24	-2%	-$6.56K	0.03%	104
2025 Q2	$253K	Buy	+984	New	+$216K	0.02%	104
2024 Q2	–	Sell	-1,743	Closed	-$244K	–	106
2024 Q1	$244K	Buy	+1,743	New	+$205K	0.04%	88
2022 Q3	–	Sell	-2,196	Closed	-$87K	–	220
2022 Q2	$87K	Buy	+2,196	New	+$106K	0.05%	121

Other funds holding GE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Heritage Financial Services's GE Position: Q4 2025 in Review

Heritage Financial Services increased its GE Aerospace (GE) stake by 1.9% in Q4 2025, buying an estimated $5.42K and bringing the position to 978 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #96.

Heritage Financial Services first reported a position in GE in Q2 2022 and has held it in 5 quarters since. 3,215 funds tracked by Wall St. Rank hold GE as of Q4 2025.

Heritage Financial Services held 978 shares of GE Aerospace worth $301K as of Q4 2025.
Heritage Financial Services bought 18 GE Aerospace shares in Q4 2025, an estimated $5.42K.
GE Aerospace made up 0.03% of Heritage Financial Services's portfolio in Q4 2025, its #96 holding.
Heritage Financial Services first reported a position in GE Aerospace in Q2 2022 and has held it in 5 quarters since.
3,215 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.