HTG Investment Advisors’s GE Aerospace GE Stock Holding History

HTG Investment 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	$1.58M	Buy	4,219 +433	+11%	+$136K	0.4%	34
2026 Q1	$1.07M	Buy	3,786 +53	+1%	+$16.7K	0.31%	36
2025 Q4	$1.15M	Sell	3,733 -51	-1%	-$15.4K	0.35%	32
2025 Q3	$1.14M	Sell	3,784 -123	-3%	-$33.6K	0.38%	32
2025 Q2	$1.01M	Hold	3,907	–	–	0.37%	32
2025 Q1	$782K	Hold	3,907	–	–	0.33%	34
2024 Q4	$652K	Hold	3,907	–	–	0.3%	37
2024 Q3	$737K	Hold	3,907	–	–	0.35%	34
2024 Q2	$621K	Sell	3,907 -848	-18%	-$135K	0.33%	36
2024 Q1	$666K	Hold	4,755	–	–	0.39%	36
2023 Q4	$484K	Hold	4,755	–	–	0.32%	37
2023 Q3	$420K	Buy	4,755 +239	+5%	+$21.5K	0.34%	36
2023 Q2	$396K	Hold	4,516	–	–	0.33%	39
2023 Q1	$345K	Sell	4,516 -1,360	-23%	-$91K	0.31%	38
2022 Q4	$307K	Buy	+5,876	New	+$289K	0.31%	41

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

HTG Investment Advisors's GE Position: Q2 2026 in Review

HTG Investment Advisors increased its GE Aerospace (GE) stake by 11% in Q2 2026, buying an estimated $136K and bringing the position to 4,219 shares worth $1.58M. The position accounts for 0.4% of the portfolio, ranked #34.

HTG Investment Advisors first reported a position in GE in Q4 2022 and has held it in 15 quarters since. 3,437 funds tracked by Wall St. Rank hold GE as of Q2 2026.

HTG Investment Advisors held 4,219 shares of GE Aerospace worth $1.58M as of Q2 2026.
HTG Investment Advisors bought 433 GE Aerospace shares in Q2 2026, an estimated $136K.
GE Aerospace made up 0.4% of HTG Investment Advisors's portfolio in Q2 2026, its #34 holding.
HTG Investment Advisors first reported a position in GE Aerospace in Q4 2022 and has held it in 15 quarters since.
3,437 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.