LifeSteps Financial’s GE Aerospace GE Stock Holding History

LifeSteps Financial’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	$645K	Buy	1,725 +25	+1%	+$7.83K	0.3%	53
2026 Q1	$482K	Sell	1,700 -11	-0.6%	-$3.46K	0.31%	52
2025 Q4	$527K	Hold	1,711	–	–	0.34%	46
2025 Q3	$515K	Sell	1,711 -34	-2%	-$9.29K	0.33%	48
2025 Q2	$449K	Sell	1,745 -15	-0.9%	-$3.29K	0.31%	51
2025 Q1	$352K	Sell	1,760 -46	-3%	-$9.05K	0.29%	59
2024 Q4	$301K	Hold	1,806	–	–	0.23%	64
2024 Q3	$341K	Hold	1,806	–	–	0.27%	59
2024 Q2	$287K	Sell	1,806 -457	-20%	-$73K	0.24%	63
2024 Q1	$317K	Hold	2,263	–	–	0.24%	61
2023 Q4	$231K	Buy	+2,263	New	+$210K	0.2%	72
2021 Q3	–	Sell	-2,510	Closed	-$168K	–	83
2021 Q2	$168K	Sell	2,510 -251	-9%	-$16.7K	0.13%	84
2021 Q1	$181K	Hold	2,761	–	–	0.15%	84
2020 Q4	$149K	Hold	2,761	–	–	0.14%	84
2020 Q3	$86K	Buy	+2,761	New	+$89.8K	0.09%	78

Other funds holding GE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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) 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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

LifeSteps Financial's GE Position: Q2 2026 in Review

LifeSteps Financial increased its GE Aerospace (GE) stake by 1.5% in Q2 2026, buying an estimated $7.83K and bringing the position to 1,725 shares worth $645K. The position accounts for 0.3% of the portfolio, ranked #53.

LifeSteps Financial first reported a position in GE in Q3 2020 and has held it in 15 quarters since. 1,461 funds tracked by Wall St. Rank hold GE as of Q2 2026.

LifeSteps Financial held 1,725 shares of GE Aerospace worth $645K as of Q2 2026.
LifeSteps Financial bought 25 GE Aerospace shares in Q2 2026, an estimated $7.83K.
GE Aerospace made up 0.3% of LifeSteps Financial's portfolio in Q2 2026, its #53 holding.
LifeSteps Financial first reported a position in GE Aerospace in Q3 2020 and has held it in 15 quarters since.
1,461 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.