Independence Financial Advisors’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$387K Sell
1,036
-249
-19% -$78K 0.1% 46
2026
Q1
$365K Buy
1,285
+24
+2% +$7.54K 0.11% 42
2025
Q4
$388K Buy
1,261
+2
+0.2% +$602 0.11% 44
2025
Q3
$379K Buy
1,259
+1
+0.1% +$273 0.12% 42
2025
Q2
$324K Sell
1,258
-25
-2% -$5.49K 0.13% 45
2025
Q1
$257K Buy
+1,283
New +$252K 0.1% 43

Other funds holding GE

Independence Financial Advisors's GE Position: Q2 2026 in Review

Independence Financial Advisors reduced its GE Aerospace (GE) stake by 19% in Q2 2026, selling an estimated $78K and leaving 1,036 shares worth $387K. The position accounts for 0.1% of the portfolio, ranked #46.

Independence Financial Advisors first reported a position in GE in Q1 2025 and has held it in 6 quarters since. The position peaked at $388K in Q4 2025. 3,421 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Independence Financial Advisors held 1,036 shares of GE Aerospace worth $387K as of Q2 2026.
  • Independence Financial Advisors sold 249 GE Aerospace shares in Q2 2026, an estimated $78K.
  • GE Aerospace made up 0.1% of Independence Financial Advisors's portfolio in Q2 2026, its #46 holding.
  • Independence Financial Advisors first reported a position in GE Aerospace in Q1 2025 and has held it in 6 quarters since.
  • Independence Financial Advisors's GE Aerospace position peaked at $388K in Q4 2025.
  • 3,421 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.