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Legacy Financial Independent Advisors’s GE Aerospace GE Stock Holding History

Legacy Financial Independent 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 		$1.05M Buy
2,804
+107
+4% +$33.5K 0.49% 49
2026
Q1 		$765K Buy
+2,697
New +$848K 0.4% 52

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 Independent Advisors's GE Position: Q2 2026 in Review

Legacy Financial Independent Advisors increased its GE Aerospace (GE) stake by 4% in Q2 2026, buying an estimated $33.5K and bringing the position to 2,804 shares worth $1.05M. The position accounts for 0.49% of the portfolio, ranked #49.

Legacy Financial Independent Advisors first reported a position in GE in Q1 2026 and has held it in 2 quarters since. 3,424 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Legacy Financial Independent Advisors held 2,804 shares of GE Aerospace worth $1.05M as of Q2 2026.
  • Legacy Financial Independent Advisors bought 107 GE Aerospace shares in Q2 2026, an estimated $33.5K.
  • GE Aerospace made up 0.49% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #49 holding.
  • Legacy Financial Independent Advisors first reported a position in GE Aerospace in Q1 2026 and has held it in 2 quarters since.
  • 3,424 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.