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Invenio Wealth Partners’s GE Aerospace GE Stock Holding History

Invenio Wealth Partners’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 		$725K Sell
1,939
-173
-8% -$54.2K 0.26% 45
2026
Q1 		$599K Sell
2,112
-116
-5% -$36.5K 0.24% 49
2025
Q4 		$686K Sell
2,228
-49
-2% -$14.8K 0.25% 48
2025
Q3 		$685K Buy
2,277
+27
+1% +$7.38K 0.25% 50
2025
Q2 		$579K Sell
2,250
-110
-5% -$24.1K 0.23% 51
2025
Q1 		$472K Buy
2,360
+234
+11% +$46K 0.2% 50
2024
Q4 		$355K Buy
2,126
+74
+4% +$13.2K 0.15% 66
2024
Q3 		$387K Buy
2,052
+52
+3% +$8.81K 0.17% 61
2024
Q2 		$318K Buy
2,000
+20
+1% +$3.19K 0.16% 66
2024
Q1 		$277K Buy
+1,980
New +$233K 0.15% 78

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

Invenio Wealth Partners's GE Position: Q2 2026 in Review

Invenio Wealth Partners reduced its GE Aerospace (GE) stake by 8.2% in Q2 2026, selling an estimated $54.2K and leaving 1,939 shares worth $725K. The position accounts for 0.26% of the portfolio, ranked #45.

Invenio Wealth Partners first reported a position in GE in Q1 2024 and has held it in 10 quarters since. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Invenio Wealth Partners held 1,939 shares of GE Aerospace worth $725K as of Q2 2026.
  • Invenio Wealth Partners sold 173 GE Aerospace shares in Q2 2026, an estimated $54.2K.
  • GE Aerospace made up 0.26% of Invenio Wealth Partners's portfolio in Q2 2026, its #45 holding.
  • Invenio Wealth Partners first reported a position in GE Aerospace in Q1 2024 and has held it in 10 quarters since.
  • 3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.