Heritage Wealth Management (Ohio)’s GE Aerospace GE Stock Holding History

Heritage Wealth Management (Ohio)’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	$1.32M	Buy	+3,537	New	+$1.11M	0.33%	77
2026 Q1	–	Sell	-3,639	Closed	-$1.12M	–	181
2025 Q4	$1.12M	Sell	3,639 -90	-2%	-$27.1K	0.31%	80
2025 Q3	$1.12M	Sell	3,729 -200	-5%	-$54.7K	0.33%	80
2025 Q2	$1.01M	Sell	3,929 -95	-2%	-$20.8K	0.33%	80
2025 Q1	$805K	Sell	4,024 -198	-5%	-$39K	0.27%	95
2024 Q4	$704K	Sell	4,222 -200	-5%	-$35.7K	0.23%	109
2024 Q3	$834K	Sell	4,422 -95	-2%	-$16.1K	0.27%	96
2024 Q2	$725K	Buy	+4,517	New	+$721K	0.24%	102

Other funds holding GE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Heritage Wealth Management (Ohio)'s GE Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in GE Aerospace (GE) in Q2 2026: 3,537 shares worth $1.32M. The stake represents 0.33% of the portfolio and ranks #77 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in GE as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in GE in Q2 2024 and has held it in 8 quarters since. 3,422 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Heritage Wealth Management (Ohio) held 3,537 shares of GE Aerospace worth $1.32M as of Q2 2026.
GE Aerospace was a new Heritage Wealth Management (Ohio) position in Q2 2026.
GE Aerospace made up 0.33% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #77 holding.
Heritage Wealth Management (Ohio) first reported a position in GE Aerospace in Q2 2024 and has held it in 8 quarters since.
3,422 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.