Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s GE Aerospace GE Stock Holding History

Legacy Financial Group (Iowa)’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 		$258K Sell
691
-208
-23% -$65.1K 0.03% 114
2026
Q1 		$255K Hold
899
– – 0.03% 106
2025
Q4 		$277K Hold
899
– – 0.03% 103
2025
Q3 		$270K Sell
899
-25
-3% -$6.83K 0.04% 102
2025
Q2 		$238K Buy
+924
New +$203K 0.03% 107
2024
Q2 		– Sell
-1,442
Closed -$202K – 109
2024
Q1 		$202K Buy
+1,442
New +$170K 0.04% 105
2023
Q4 		– Sell
-1,618
Closed -$143K – 203
2023
Q3 		$143K Buy
+1,618
New +$145K 0.03% 105
2021
Q3 		– Sell
-5,641
Closed -$378K – 62
2021
Q2 		$378K Sell
5,641
-81
-1% -$5.4K 0.11% 61
2021
Q1 		$374K Sell
5,722
-382
-6% -$23.1K 0.13% 56
2020
Q4 		$329K Buy
+6,104
New +$273K 0.13% 54

Other funds holding GE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Legacy Financial Group (Iowa)'s GE Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its GE Aerospace (GE) stake by 23% in Q2 2026, selling an estimated $65.1K and leaving 691 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #114.

Legacy Financial Group (Iowa) first reported a position in GE in Q4 2020 and has held it in 10 quarters since. The position peaked at $378K in Q2 2021. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Legacy Financial Group (Iowa) held 691 shares of GE Aerospace worth $258K as of Q2 2026.
  • Legacy Financial Group (Iowa) sold 208 GE Aerospace shares in Q2 2026, an estimated $65.1K.
  • GE Aerospace made up 0.03% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #114 holding.
  • Legacy Financial Group (Iowa) first reported a position in GE Aerospace in Q4 2020 and has held it in 10 quarters since.
  • Legacy Financial Group (Iowa)'s GE Aerospace position peaked at $378K in Q2 2021.
  • 3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.