Joseph P. Lucia & Associates’s GE Aerospace GE Stock Holding History

Joseph P. Lucia & Associates’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	$255K	Buy	+682	New	+$214K	0.08%	160
2026 Q1	–	Sell	-681	Closed	-$210K	–	173
2025 Q4	$210K	Buy	+681	New	+$205K	0.08%	154
2022 Q3	–	Sell	-872	Closed	-$35K	–	226
2022 Q2	$35K	Buy	+872	New	+$42.3K	0.02%	207
2021 Q4	–	Sell	-1,091	Closed	-$70K	–	276
2021 Q3	$70K	Sell	1,091 -108	-9%	-$6.94K	0.04%	194
2021 Q2	$80K	Sell	1,199 -57	-5%	-$3.8K	0.05%	187
2021 Q1	$82K	Buy	1,256 +25	+2%	+$1.51K	0.04%	173
2020 Q4	$66K	Buy	+1,231	New	+$55.2K	0.05%	169
2020 Q3	–	Sell	-1,971	Closed	-$67K	–	217
2020 Q2	$67K	Sell	1,971 -48	-2%	-$1.62K	0.06%	157
2020 Q1	$80K	Buy	2,019 +946	+88%	+$50.4K	0.09%	135
2019 Q4	$60K	Buy	1,073 +34	+3%	+$1.76K	0.05%	159
2019 Q3	$46K	Sell	1,039 -24	-2%	-$1.13K	0.05%	182
2019 Q2	$56K	Hold	1,063	–	–	0.06%	159
2019 Q1	$50.3K	Buy	+1,063	New	+$50K	0.09%	118

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

Joseph P. Lucia & Associates's GE Position: Q2 2026 in Review

Joseph P. Lucia & Associates opened a new position in GE Aerospace (GE) in Q2 2026: 682 shares worth $255K. The stake represents 0.08% of the portfolio and ranks #160 among its holdings. This is a return to the name: Joseph P. Lucia & Associates previously reported a position in GE as recently as Q4 2025.

Joseph P. Lucia & Associates first reported a position in GE in Q1 2019 and has held it in 13 quarters since. 3,458 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Joseph P. Lucia & Associates held 682 shares of GE Aerospace worth $255K as of Q2 2026.
GE Aerospace was a new Joseph P. Lucia & Associates position in Q2 2026.
GE Aerospace made up 0.08% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #160 holding.
Joseph P. Lucia & Associates first reported a position in GE Aerospace in Q1 2019 and has held it in 13 quarters since.
3,458 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.