Jeppson Wealth Management’s GE Aerospace GE Stock Holding History

Jeppson 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	$543K	Sell	1,452 -20	-1%	-$6.26K	0.16%	125
2026 Q1	$418K	Hold	1,472	–	–	0.13%	145
2025 Q4	$453K	Hold	1,472	–	–	0.14%	130
2025 Q3	$443K	Hold	1,472	–	–	0.14%	136
2025 Q2	$379K	Hold	1,472	–	–	0.13%	136
2025 Q1	$295K	Hold	1,472	–	–	0.11%	159
2024 Q4	$246K	Hold	1,472	–	–	0.09%	174
2024 Q3	$278K	Hold	1,472	–	–	0.1%	164
2024 Q2	$234K	Sell	1,472 -380	-21%	-$60.7K	0.09%	175
2024 Q1	$259K	Buy	+1,852	New	+$218K	0.1%	171
2020 Q4	–	Sell	-1,144	Closed	-$36K	–	243
2020 Q3	$36K	Buy	+1,144	New	+$37.2K	0.03%	254

Other funds holding GE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jeppson Wealth Management's GE Position: Q2 2026 in Review

Jeppson Wealth Management reduced its GE Aerospace (GE) stake by 1.4% in Q2 2026, selling an estimated $6.26K and leaving 1,452 shares worth $543K. The position accounts for 0.16% of the portfolio, ranked #125.

Jeppson Wealth Management first reported a position in GE in Q3 2020 and has held it in 11 quarters since. 3,458 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Jeppson Wealth Management held 1,452 shares of GE Aerospace worth $543K as of Q2 2026.
Jeppson Wealth Management sold 20 GE Aerospace shares in Q2 2026, an estimated $6.26K.
GE Aerospace made up 0.16% of Jeppson Wealth Management's portfolio in Q2 2026, its #125 holding.
Jeppson Wealth Management first reported a position in GE Aerospace in Q3 2020 and has held it in 11 quarters since.
3,458 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.