Hillcrest Wealth Advisors’s GE Aerospace GE Stock Holding History

Hillcrest 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	$1.56M	Sell	4,171 -500	-11%	-$157K	0.56%	25
2026 Q1	$1.33M	Sell	4,671 -900	-16%	-$283K	0.54%	24
2025 Q4	$1.72M	Hold	5,571	–	–	0.74%	21
2025 Q3	$1.68M	Sell	5,571 -1,500	-21%	-$410K	0.75%	21
2025 Q2	$1.82M	Sell	7,071 -3,100	-30%	-$680K	0.86%	21
2025 Q1	$2.04M	Sell	10,171 -2,140	-17%	-$421K	1.01%	21
2024 Q4	$2.05M	Buy	+12,311	New	+$2.2M	0.98%	21

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

Hillcrest Wealth Advisors's GE Position: Q2 2026 in Review

Hillcrest Wealth Advisors reduced its GE Aerospace (GE) stake by 11% in Q2 2026, selling an estimated $157K and leaving 4,171 shares worth $1.56M. The position accounts for 0.56% of the portfolio, ranked #25.

Hillcrest Wealth Advisors first reported a position in GE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.05M in Q4 2024. 3,445 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Hillcrest Wealth Advisors held 4,171 shares of GE Aerospace worth $1.56M as of Q2 2026.
Hillcrest Wealth Advisors sold 500 GE Aerospace shares in Q2 2026, an estimated $157K.
GE Aerospace made up 0.56% of Hillcrest Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Hillcrest Wealth Advisors first reported a position in GE Aerospace in Q4 2024 and has held it in 7 quarters since.
Hillcrest Wealth Advisors's GE Aerospace position peaked at $2.05M in Q4 2024.
3,445 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.