Key Financial Inc’s GE Aerospace GE Stock Holding History

Key Financial Inc’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	$1.63M	Buy	4,353 +358	+9%	+$112K	0.27%	70
2026 Q1	$1.13M	Buy	3,995 +6	+0.2%	+$1.89K	0.2%	93
2025 Q4	$1.23M	Sell	3,989 -19	-0.5%	-$5.72K	0.22%	87
2025 Q3	$1.21M	Buy	4,008 +15	+0.4%	+$4.1K	0.22%	86
2025 Q2	$1.03M	Buy	+3,993	New	+$876K	0.21%	94
2021 Q3	–	Sell	-3,234	Closed	-$209K	–	925
2021 Q2	$209K	Buy	3,234 +70	+2%	+$4.67K	0.12%	147
2021 Q1	$207K	Buy	3,164 +1	+0%	+$61	0.14%	135
2020 Q4	$170K	Sell	3,163 -1,181	-27%	-$52.9K	0.13%	136
2020 Q3	$135K	Buy	4,344 +481	+12%	+$15.6K	0.14%	112
2020 Q2	$131K	Sell	3,863 -313	-7%	-$10.6K	0.15%	98
2020 Q1	$164K	Buy	4,176 +49	+1%	+$2.61K	0.17%	106
2019 Q4	$230K	Buy	+4,127	New	+$213K	0.22%	97

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 $3.37T AUM 44.26% 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

Key Financial Inc's GE Position: Q2 2026 in Review

Key Financial Inc increased its GE Aerospace (GE) stake by 9% in Q2 2026, buying an estimated $112K and bringing the position to 4,353 shares worth $1.63M. The position accounts for 0.27% of the portfolio, ranked #70.

Key Financial Inc first reported a position in GE in Q4 2019 and has held it in 12 quarters since. 3,438 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Key Financial Inc held 4,353 shares of GE Aerospace worth $1.63M as of Q2 2026.
Key Financial Inc bought 358 GE Aerospace shares in Q2 2026, an estimated $112K.
GE Aerospace made up 0.27% of Key Financial Inc's portfolio in Q2 2026, its #70 holding.
Key Financial Inc first reported a position in GE Aerospace in Q4 2019 and has held it in 12 quarters since.
3,438 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.