Instrumental Wealth
GE icon

Instrumental Wealth’s GE Aerospace GE Stock Holding History

Instrumental 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
Q3 		$209K Buy
669
+11
+2% +$3.81K 0.1% 85
2026
Q2 		$246K Buy
+658
New +$206K 0.12% 72

Other funds holding GE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Instrumental Wealth's GE Position: Q3 2026 in Review

Instrumental Wealth increased its GE Aerospace (GE) stake by 1.7% in Q3 2026, buying an estimated $3.81K and bringing the position to 669 shares worth $209K. The position accounts for 0.1% of the portfolio, ranked #85.

Instrumental Wealth first reported a position in GE in Q2 2026 and has held it in 2 quarters since. The position peaked at $246K in Q2 2026. 2,112 funds tracked by Wall St. Rank hold GE as of Q3 2026.

  • Instrumental Wealth held 669 shares of GE Aerospace worth $209K as of Q3 2026.
  • Instrumental Wealth bought 11 GE Aerospace shares in Q3 2026, an estimated $3.81K.
  • GE Aerospace made up 0.1% of Instrumental Wealth's portfolio in Q3 2026, its #85 holding.
  • Instrumental Wealth first reported a position in GE Aerospace in Q2 2026 and has held it in 2 quarters since.
  • Instrumental Wealth's GE Aerospace position peaked at $246K in Q2 2026.
  • 2,112 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.