Level Financial Advisors’s GE Aerospace GE Stock Holding History

Level Financial 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	$317K	Hold	847	–	–	0.07%	78
2026 Q1	$240K	Buy	847 +7	+0.8%	+$2.2K	0.06%	84
2025 Q4	$259K	Sell	840 -20	-2%	-$6.02K	0.07%	83
2025 Q3	$259K	Sell	860 -121	-12%	-$33.1K	0.07%	85
2025 Q2	$253K	Buy	+981	New	+$215K	0.08%	80
2024 Q4	–	Sell	-1,366	Closed	-$258K	–	80
2024 Q3	$258K	Hold	1,366	–	–	0.1%	69
2024 Q2	$217K	Sell	1,366 -500	-27%	-$79.8K	0.09%	66
2024 Q1	$261K	Sell	1,866 -1	-0.1%	-$118	0.12%	66
2023 Q4	$190K	Sell	1,867 -304	-14%	-$28.2K	0.09%	67
2023 Q3	$192K	Sell	2,171 -223	-9%	-$20K	0.11%	62
2023 Q2	$210K	Buy	2,394 +2,111	+746%	+$171K	0.12%	58
2023 Q1	$21.6K	Sell	283 -3,399	-92%	-$227K	0.01%	130
2022 Q4	$192K	Buy	3,682 +2	+0.1%	+$98	0.13%	51
2022 Q3	$142K	Hold	3,680	–	–	0.1%	59
2022 Q2	$146K	Buy	3,680 +3,534	+2,421%	+$171K	0.11%	60
2022 Q1	$8K	Hold	146	–	–	0.01%	162
2021 Q4	$9K	Buy	+146	New	+$9.17K	0.01%	177

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

Level Financial Advisors's GE Position: Q2 2026 in Review

Level Financial Advisors held its GE Aerospace (GE) position steady in Q2 2026 at 847 shares worth $317K. The position accounts for 0.07% of the portfolio, ranked #78.

Level Financial Advisors first reported a position in GE in Q4 2021 and has held it in 17 quarters since. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Level Financial Advisors held 847 shares of GE Aerospace worth $317K as of Q2 2026.
Level Financial Advisors left its GE Aerospace share count unchanged in Q2 2026.
GE Aerospace made up 0.07% of Level Financial Advisors's portfolio in Q2 2026, its #78 holding.
Level Financial Advisors first reported a position in GE Aerospace in Q4 2021 and has held it in 17 quarters since.
3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.