HIG
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Heritage Investment Group’s GE Aerospace GE Stock Holding History

Heritage Investment Group’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 		$215K Buy
+574
New +$180K 0.03% 128
2024
Q4 		– Sell
-1,343
Closed -$253K – 110
2024
Q3 		$253K Buy
+1,343
New +$228K 0.05% 89

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 Investment Group's GE Position: Q2 2026 in Review

Heritage Investment Group opened a new position in GE Aerospace (GE) in Q2 2026: 574 shares worth $215K. The stake represents 0.03% of the portfolio and ranks #128 among its holdings. This is a return to the name: Heritage Investment Group previously reported a position in GE as recently as Q3 2024.

Heritage Investment Group first reported a position in GE in Q3 2024 and has held it in 2 quarters since. The position peaked at $253K in Q3 2024. 3,458 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Heritage Investment Group held 574 shares of GE Aerospace worth $215K as of Q2 2026.
  • GE Aerospace was a new Heritage Investment Group position in Q2 2026.
  • GE Aerospace made up 0.03% of Heritage Investment Group's portfolio in Q2 2026, its #128 holding.
  • Heritage Investment Group first reported a position in GE Aerospace in Q3 2024 and has held it in 2 quarters since.
  • Heritage Investment Group's GE Aerospace position peaked at $253K in Q3 2024.
  • 3,458 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

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