Live Oak Private Wealth’s GE Aerospace GE Stock Holding History

Live Oak Private Wealth’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	$253K	Sell	676 -46	-6%	-$14.4K	0.03%	191
2026 Q1	$205K	Buy	+722	New	+$227K	0.03%	194
2024 Q3	–	Sell	-1,715	Closed	-$273K	–	182
2024 Q2	$273K	Sell	1,715 -434	-20%	-$69.3K	0.05%	144
2024 Q1	$301K	Hold	2,149	–	–	0.05%	132
2023 Q4	$219K	Buy	+2,149	New	+$199K	0.04%	155
2023 Q3	–	Sell	-2,289	Closed	-$201K	–	162
2023 Q2	$201K	Buy	+2,289	New	+$185K	0.04%	155
2021 Q3	–	Sell	-3,086	Closed	-$207K	–	175
2021 Q2	$207K	Sell	3,086 -94	-3%	-$6.27K	0.05%	156
2021 Q1	$208K	Sell	3,180 -362	-10%	-$21.9K	0.05%	147
2020 Q4	$191K	Buy	+3,542	New	+$159K	0.05%	141
2020 Q2	–	Sell	-2,341	Closed	-$93K	–	139
2020 Q1	$93K	Buy	2,341 +180	+8%	+$9.6K	0.1%	74
2019 Q4	$120K	Buy	+2,161	New	+$112K	0.12%	77

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

Live Oak Private Wealth's GE Position: Q2 2026 in Review

Live Oak Private Wealth reduced its GE Aerospace (GE) stake by 6.4% in Q2 2026, selling an estimated $14.4K and leaving 676 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #191.

Live Oak Private Wealth first reported a position in GE in Q4 2019 and has held it in 11 quarters since. The position peaked at $301K in Q1 2024. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Live Oak Private Wealth held 676 shares of GE Aerospace worth $253K as of Q2 2026.
Live Oak Private Wealth sold 46 GE Aerospace shares in Q2 2026, an estimated $14.4K.
GE Aerospace made up 0.03% of Live Oak Private Wealth's portfolio in Q2 2026, its #191 holding.
Live Oak Private Wealth first reported a position in GE Aerospace in Q4 2019 and has held it in 11 quarters since.
Live Oak Private Wealth's GE Aerospace position peaked at $301K in Q1 2024.
3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.