Heritage Oak Wealth Advisors’s GE Aerospace GE Stock Holding History

Heritage Oak Wealth 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 Q2	$485K	Buy	+1,297	New	+$406K	0.14%	59

Other funds holding GE

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Heritage Oak Wealth Advisors's GE Position: Q2 2026 in Review

Heritage Oak Wealth Advisors opened a new position in GE Aerospace (GE) in Q2 2026: 1,297 shares worth $485K. The stake represents 0.14% of the portfolio and ranks #59 among its holdings.

1,169 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Heritage Oak Wealth Advisors held 1,297 shares of GE Aerospace worth $485K as of Q2 2026.
GE Aerospace was a new Heritage Oak Wealth Advisors position in Q2 2026.
GE Aerospace made up 0.14% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #59 holding.
1,169 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.