MGWM
GE icon

Marks Group Wealth Management’s GE Aerospace GE Stock Holding History

Marks Group 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 		$8.4M Sell
22,482
-12,624
-36% -$3.95M 0.73% 25
2026
Q1 		$9.96M Sell
35,106
-10,963
-24% -$3.45M 0.96% 19
2025
Q4 		$14.2M Buy
46,069
+32,705
+245% +$9.85M 1.36% 12
2025
Q3 		$4.02M Buy
13,364
+1,219
+10% +$333K 0.37% 93
2025
Q2 		$3.13M Sell
12,145
-166
-1% -$36.4K 0.29% 98
2025
Q1 		$2.46M Buy
12,311
+144
+1% +$28.3K 0.24% 107
2024
Q4 		$2.03M Buy
12,167
+234
+2% +$41.8K 0.2% 121
2024
Q3 		$2.25M Buy
11,933
+8,221
+221% +$1.39M 0.21% 119
2024
Q2 		$590K Sell
3,712
-1,036
-22% -$165K 0.06% 207
2024
Q1 		$665K Buy
4,748
+97
+2% +$11.4K 0.07% 197
2023
Q4 		$474K Buy
4,651
+11
+0.2% +$1.02K 0.05% 221
2023
Q3 		$409K Buy
4,640
+822
+22% +$73.9K 0.05% 222
2023
Q2 		$335K Sell
3,818
-14
-0.4% -$1.13K 0.04% 240
2023
Q1 		$292K Sell
3,832
-747
-16% -$50K 0.04% 248
2022
Q4 		$239K Buy
+4,579
New +$225K 0.03% 256
2022
Q2 		– Sell
-4,579
Closed -$261K – 299
2022
Q1 		$261K Sell
4,579
-183
-4% -$10.9K 0.03% 277
2021
Q4 		$279K Sell
4,762
-84
-2% -$5.28K 0.03% 275
2021
Q3 		$312K Buy
+4,846
New +$312K 0.04% 242

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

Marks Group Wealth Management's GE Position: Q2 2026 in Review

Marks Group Wealth Management reduced its GE Aerospace (GE) stake by 36% in Q2 2026, selling an estimated $3.95M and leaving 22,482 shares worth $8.4M. The position accounts for 0.73% of the portfolio, ranked #25.

Marks Group Wealth Management first reported a position in GE in Q3 2021 and has held it in 18 quarters since. The position peaked at $14.2M in Q4 2025. 3,445 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Marks Group Wealth Management held 22,482 shares of GE Aerospace worth $8.4M as of Q2 2026.
  • Marks Group Wealth Management sold 12,624 GE Aerospace shares in Q2 2026, an estimated $3.95M.
  • GE Aerospace made up 0.73% of Marks Group Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Marks Group Wealth Management first reported a position in GE Aerospace in Q3 2021 and has held it in 18 quarters since.
  • Marks Group Wealth Management's GE Aerospace position peaked at $14.2M in Q4 2025.
  • 3,445 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.