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Liberty Wealth Management’s GE Aerospace GE Stock Holding History

Liberty Wealth Management’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 		$404K Hold
1,421
– – 0.05% 162
2026
Q1 		$404K Buy
1,421
+23
+2% +$7.23K 0.05% 162
2025
Q4 		$431K Sell
1,398
-16
-1% -$4.82K 0.06% 144
2025
Q3 		$425K Buy
1,414
+106
+8% +$29K 0.06% 143
2025
Q2 		$337K Buy
1,308
+49
+4% +$10.8K 0.05% 161
2025
Q1 		$252K Sell
1,259
-211
-14% -$41.5K 0.05% 132
2024
Q4 		$245K Sell
1,470
-17
-1% -$3.03K 0.04% 175
2024
Q3 		$280K Buy
+1,487
New +$252K 0.05% 162
2024
Q2 		– Sell
-1,705
Closed -$239K – 238
2024
Q1 		$239K Buy
+1,705
New +$201K 0.05% 164
2021
Q4 		– Sell
-1,827
Closed -$117K – 524
2021
Q3 		$117K Sell
1,827
-602
-25% -$38.7K 0.04% 259
2021
Q2 		$164K Sell
2,429
-3
-0.1% -$200 0.06% 155
2021
Q1 		$130K Hold
2,432
– – 0.06% 149
2020
Q4 		$130K Buy
2,432
+269
+12% +$12.1K 0.06% 148
2020
Q3 		$67K Sell
2,163
-12
-0.6% -$390 0.04% 194
2020
Q2 		$74K Sell
2,175
-28
-1% -$944 0.05% 176
2020
Q1 		$87K Sell
2,203
-40
-2% -$2.13K 0.08% 153
2019
Q4 		$125K Buy
2,243
+23
+1% +$1.19K 0.1% 136
2019
Q3 		$99K Sell
2,220
-486
-18% -$22.8K 0.09% 151
2019
Q2 		$142K Buy
2,706
+661
+32% +$32.5K 0.12% 132
2019
Q1 		$101K Buy
2,045
+17
+0.8% +$800 0.08% 137
2018
Q4 		$73K Buy
+2,028
New +$91.6K 0.05% 156

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

Liberty Wealth Management's GE Position: Q2 2026 in Review

Liberty Wealth Management held its GE Aerospace (GE) position steady in Q2 2026 at 1,421 shares worth $404K. The position accounts for 0.05% of the portfolio, ranked #162.

Liberty Wealth Management first reported a position in GE in Q4 2018 and has held it in 21 quarters since. The position peaked at $431K in Q4 2025. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Liberty Wealth Management held 1,421 shares of GE Aerospace worth $404K as of Q2 2026.
  • Liberty Wealth Management left its GE Aerospace share count unchanged in Q2 2026.
  • GE Aerospace made up 0.05% of Liberty Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Liberty Wealth Management first reported a position in GE Aerospace in Q4 2018 and has held it in 21 quarters since.
  • Liberty Wealth Management's GE Aerospace position peaked at $431K in Q4 2025.
  • 3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.