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Independent Solutions Wealth Management’s GE Aerospace GE Stock Holding History

Independent Solutions Wealth Management’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 		$397K Sell
1,062
-137
-11% -$42.9K 0.05% 153
2026
Q1 		$340K Buy
+1,199
New +$377K 0.05% 158

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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

Independent Solutions Wealth Management's GE Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its GE Aerospace (GE) stake by 11% in Q2 2026, selling an estimated $42.9K and leaving 1,062 shares worth $397K. The position accounts for 0.05% of the portfolio, ranked #153.

Independent Solutions Wealth Management first reported a position in GE in Q1 2026 and has held it in 2 quarters since. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Independent Solutions Wealth Management held 1,062 shares of GE Aerospace worth $397K as of Q2 2026.
  • Independent Solutions Wealth Management sold 137 GE Aerospace shares in Q2 2026, an estimated $42.9K.
  • GE Aerospace made up 0.05% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Independent Solutions Wealth Management first reported a position in GE Aerospace in Q1 2026 and has held it in 2 quarters since.
  • 3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.