Kingswood Wealth Advisors’s GE Aerospace GE Stock Holding History

Kingswood Wealth Advisors’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	$4.31M	Buy	11,539 +709	+7%	+$222K	0.17%	137
2026 Q1	$3.07M	Sell	10,830 -563	-5%	-$177K	0.15%	161
2025 Q4	$3.51M	Buy	11,393 +1,992	+21%	+$600K	0.17%	136
2025 Q3	$2.83M	Buy	9,401 +1,737	+23%	+$475K	0.17%	138
2025 Q2	$1.97M	Buy	7,664 +513	+7%	+$113K	0.16%	143
2025 Q1	$1.43M	Sell	7,151 -796	-10%	-$157K	0.13%	179
2024 Q4	$1.33M	Sell	7,947 -24,028	-75%	-$4.29M	0.1%	214
2024 Q3	$6.03M	Sell	31,975 -5,569	-15%	-$944K	0.43%	45
2024 Q2	$5.97M	Sell	37,544 -5,969	-14%	-$953K	0.54%	28
2024 Q1	$6.1M	Sell	43,513 -3,830	-8%	-$451K	0.7%	20
2023 Q4	$4.82M	Sell	47,343 -11,058	-19%	-$1.02M	0.55%	30
2023 Q3	$5.15M	Buy	58,401 +52,979	+977%	+$4.76M	0.88%	17
2023 Q2	$475K	Buy	+5,422	New	+$439K	0.15%	143

Other funds holding GE

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Kingswood Wealth Advisors's GE Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its GE Aerospace (GE) stake by 6.5% in Q2 2026, buying an estimated $222K and bringing the position to 11,539 shares worth $4.31M. The position accounts for 0.17% of the portfolio, ranked #137.

Kingswood Wealth Advisors first reported a position in GE in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.1M in Q1 2024. 1,171 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Kingswood Wealth Advisors held 11,539 shares of GE Aerospace worth $4.31M as of Q2 2026.
Kingswood Wealth Advisors bought 709 GE Aerospace shares in Q2 2026, an estimated $222K.
GE Aerospace made up 0.17% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #137 holding.
Kingswood Wealth Advisors first reported a position in GE Aerospace in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's GE Aerospace position peaked at $6.1M in Q1 2024.
1,171 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.