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LifeGoal Wealth Advisors’s GE Aerospace GE Stock Holding History

LifeGoal Wealth 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 		$449K Buy
1,201
+223
+23% +$69.8K 0.21% 74
2026
Q1 		$286K Buy
+978
New +$307K 0.16% 84

Other funds holding GE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LifeGoal Wealth Advisors's GE Position: Q2 2026 in Review

LifeGoal Wealth Advisors increased its GE Aerospace (GE) stake by 23% in Q2 2026, buying an estimated $69.8K and bringing the position to 1,201 shares worth $449K. The position accounts for 0.21% of the portfolio, ranked #74.

LifeGoal Wealth Advisors first reported a position in GE in Q1 2026 and has held it in 2 quarters since. 1,637 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • LifeGoal Wealth Advisors held 1,201 shares of GE Aerospace worth $449K as of Q2 2026.
  • LifeGoal Wealth Advisors bought 223 GE Aerospace shares in Q2 2026, an estimated $69.8K.
  • GE Aerospace made up 0.21% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • LifeGoal Wealth Advisors first reported a position in GE Aerospace in Q1 2026 and has held it in 2 quarters since.
  • 1,637 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.