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Independent Financial Group’s GE Aerospace GE Stock Holding History

Independent Financial Group’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 		$11M Buy
29,365
+395
+1% +$124K 0.21% 92
2026
Q1 		$8.22M Buy
28,970
+806
+3% +$253K 0.18% 113
2025
Q4 		$8.68M Sell
28,164
-152
-0.5% -$45.8K 0.19% 101
2025
Q3 		$8.52M Buy
28,316
+3,716
+15% +$1.02M 0.2% 89
2025
Q2 		$6.33M Buy
24,600
+3,535
+17% +$776K 0.17% 108
2025
Q1 		$4.22M Buy
21,065
+2,473
+13% +$487K 0.14% 140
2024
Q4 		$3.1M Sell
18,592
-1,670
-8% -$298K 0.1% 192
2024
Q3 		$3.82M Sell
20,262
-948
-4% -$161K 0.14% 136
2024
Q2 		$3.37M Buy
21,210
+1,405
+7% +$224K 0.14% 146
2024
Q1 		$2.77M Buy
19,805
+3,346
+20% +$394K 0.13% 157
2023
Q4 		$1.68M Buy
16,459
+532
+3% +$49.3K 0.09% 237
2023
Q3 		$1.41M Buy
15,927
+345
+2% +$31K 0.09% 244
2023
Q2 		$1.37M Buy
15,582
+1,359
+10% +$110K 0.09% 238
2023
Q1 		$1.09M Sell
14,223
-2,041
-13% -$137K 0.09% 260
2022
Q4 		$849K Sell
16,264
-402
-2% -$19.8K 0.07% 280
2022
Q3 		$643K Sell
16,666
-1,186
-7% -$52.2K 0.06% 325
2022
Q2 		$708K Sell
17,852
-1,295
-7% -$62.7K 0.08% 295
2022
Q1 		$1.09M Buy
19,147
+98
+0.5% +$5.85K 0.09% 230
2021
Q4 		$1.12M Buy
19,049
+1,480
+8% +$93K 0.09% 223
2021
Q3 		$1.13M Buy
17,569
+1,800
+11% +$116K 0.12% 188
2021
Q2 		$1.06M Buy
15,769
+2,703
+21% +$180K 0.11% 202
2021
Q1 		$855K Buy
13,066
+269
+2% +$16.3K 0.11% 207
2020
Q4 		$689K Buy
12,797
+1,022
+9% +$45.8K 0.1% 229
2020
Q3 		$366K Sell
11,775
-680
-5% -$22.1K 0.07% 312
2020
Q2 		$424K Buy
12,455
+986
+9% +$33.2K 0.09% 246
2020
Q1 		$454K Buy
+11,469
New +$612K 0.13% 186

Other funds holding GE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Financial Group's GE Position: Q2 2026 in Review

Independent Financial Group increased its GE Aerospace (GE) stake by 1.4% in Q2 2026, buying an estimated $124K and bringing the position to 29,365 shares worth $11M. The position accounts for 0.21% of the portfolio, ranked #92.

Independent Financial Group first reported a position in GE in Q1 2020 and has held it in 26 quarters since. 3,290 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Independent Financial Group held 29,365 shares of GE Aerospace worth $11M as of Q2 2026.
  • Independent Financial Group bought 395 GE Aerospace shares in Q2 2026, an estimated $124K.
  • GE Aerospace made up 0.21% of Independent Financial Group's portfolio in Q2 2026, its #92 holding.
  • Independent Financial Group first reported a position in GE Aerospace in Q1 2020 and has held it in 26 quarters since.
  • 3,290 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.