Holos Integrated Wealth’s GE Aerospace GE Stock Holding History

Holos Integrated Wealth’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	$255K	Sell	694 -15	-2%	-$4.7K	0.12%	71
2026 Q1	$205K	Buy	709 +15	+2%	+$4.71K	0.1%	81
2025 Q4	$223K	Hold	694	–	–	0.12%	63
2025 Q3	$202K	Hold	694	–	–	0.12%	64
2025 Q2	$191K	Hold	694	–	–	0.11%	64
2025 Q1	$139K	Hold	694	–	–	0.09%	73
2024 Q4	$116K	Buy	+694	New	+$124K	0.08%	72

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

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Holos Integrated Wealth's GE Position: Q2 2026 in Review

Holos Integrated Wealth reduced its GE Aerospace (GE) stake by 2.1% in Q2 2026, selling an estimated $4.7K and leaving 694 shares worth $255K. The position accounts for 0.12% of the portfolio, ranked #71.

Holos Integrated Wealth first reported a position in GE in Q4 2024 and has held it in 7 quarters since. 1,131 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Holos Integrated Wealth held 694 shares of GE Aerospace worth $255K as of Q2 2026.
Holos Integrated Wealth sold 15 GE Aerospace shares in Q2 2026, an estimated $4.7K.
GE Aerospace made up 0.12% of Holos Integrated Wealth's portfolio in Q2 2026, its #71 holding.
Holos Integrated Wealth first reported a position in GE Aerospace in Q4 2024 and has held it in 7 quarters since.
1,131 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.