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Lantz Financial’s GE Aerospace GE Stock Holding History

Lantz Financial’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 		$2.17M Sell
5,808
-69
-1% -$21.6K 0.4% 70
2026
Q1 		$1.67M Buy
5,877
+279
+5% +$87.7K 0.34% 79
2025
Q4 		$1.72M Sell
5,598
-172
-3% -$51.8K 0.36% 80
2025
Q3 		$1.74M Buy
5,770
+2,023
+54% +$553K 0.38% 77
2025
Q2 		$964K Sell
3,747
-129
-3% -$28.3K 0.24% 101
2025
Q1 		$776K Buy
3,876
+19
+0.5% +$3.74K 0.21% 112
2024
Q4 		$643K Sell
3,857
-59
-2% -$10.5K 0.17% 117
2024
Q3 		$739K Buy
3,916
+198
+5% +$33.5K 0.2% 111
2024
Q2 		$591K Sell
3,718
-853
-19% -$136K 0.18% 113
2024
Q1 		$640K Buy
4,571
+296
+7% +$34.9K 0.21% 106
2023
Q4 		$435K Buy
4,275
+258
+6% +$23.9K 0.16% 129
2023
Q3 		$354K Buy
4,017
+332
+9% +$29.8K 0.14% 132
2023
Q2 		$323K Sell
3,685
-302
-8% -$24.5K 0.13% 134
2023
Q1 		$304K Sell
3,987
-1,141
-22% -$76.3K 0.13% 135
2022
Q4 		$268K Buy
+5,128
New +$252K 0.12% 143
2022
Q3 		– Sell
-5,239
Closed -$208K – 168
2022
Q2 		$208K Sell
5,239
-127
-2% -$6.15K 0.09% 159
2022
Q1 		$306K Buy
+5,366
New +$320K 0.12% 136
2021
Q3 		– Sell
-5,561
Closed -$373K – 145
2021
Q2 		$373K Buy
5,561
+36
+0.7% +$2.4K 0.19% 106
2021
Q1 		$362K Sell
5,525
-238
-4% -$14.4K 0.21% 97
2020
Q4 		$310K Sell
5,763
-260
-4% -$11.6K 0.19% 97
2020
Q3 		$187K Buy
6,023
+241
+4% +$7.83K 0.13% 115
2020
Q2 		$197K Sell
5,782
-1,952
-25% -$65.8K 0.14% 108
2020
Q1 		$306K Sell
7,734
-413
-5% -$22K 0.24% 87
2019
Q4 		$453K Sell
8,147
-21
-0.3% -$1.08K 0.27% 83
2019
Q3 		$346K Sell
8,168
-291
-3% -$13.7K 0.23% 96
2019
Q2 		$448K Sell
8,459
-1,038
-11% -$51.1K 0.3% 82
2019
Q1 		$473K Buy
+9,497
New +$447K 0.34% 71

Other funds holding GE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Lantz Financial's GE Position: Q2 2026 in Review

Lantz Financial reduced its GE Aerospace (GE) stake by 1.2% in Q2 2026, selling an estimated $21.6K and leaving 5,808 shares worth $2.17M. The position accounts for 0.4% of the portfolio, ranked #70.

Lantz Financial first reported a position in GE in Q1 2019 and has held it in 27 quarters since. 799 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Lantz Financial held 5,808 shares of GE Aerospace worth $2.17M as of Q2 2026.
  • Lantz Financial sold 69 GE Aerospace shares in Q2 2026, an estimated $21.6K.
  • GE Aerospace made up 0.4% of Lantz Financial's portfolio in Q2 2026, its #70 holding.
  • Lantz Financial first reported a position in GE Aerospace in Q1 2019 and has held it in 27 quarters since.
  • 799 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.