Lifetime Wealth Management’s GE Aerospace GE Stock Holding History

Lifetime 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	$280K	Hold	750	–	–	0.16%	73
2026 Q1	$213K	Hold	750	–	–	0.12%	79
2025 Q4	$231K	Buy	+750	New	+$226K	0.15%	81

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

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

Lifetime Wealth Management held its GE Aerospace (GE) position steady in Q2 2026 at 750 shares worth $280K. The position accounts for 0.16% of the portfolio, ranked #73.

Lifetime Wealth Management first reported a position in GE in Q4 2025 and has held it in 3 quarters since. 3,421 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Lifetime Wealth Management held 750 shares of GE Aerospace worth $280K as of Q2 2026.
Lifetime Wealth Management left its GE Aerospace share count unchanged in Q2 2026.
GE Aerospace made up 0.16% of Lifetime Wealth Management's portfolio in Q2 2026, its #73 holding.
Lifetime Wealth Management first reported a position in GE Aerospace in Q4 2025 and has held it in 3 quarters since.
3,421 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.