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Marshall & Sterling Wealth Advisors’s GE Aerospace GE Stock Holding History

Marshall & Sterling 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 		$58.4K Sell
156
-2
-1% -$626 0.03% 143
2026
Q1 		$44.9K Buy
158
+2
+1% +$629 0.03% 150
2025
Q4 		$48.1K Sell
156
-201
-56% -$60.5K 0.03% 143
2025
Q3 		$107K Hold
357
– – 0.07% 115
2025
Q2 		$91.7K Sell
357
-43
-11% -$9.44K 0.06% 115
2025
Q1 		$80K Buy
400
+115
+40% +$22.6K 0.05% 116
2024
Q4 		$47.4K Buy
+285
New +$50.9K 0.03% 131

Other funds holding GE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Marshall & Sterling Wealth Advisors's GE Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its GE Aerospace (GE) stake by 1.3% in Q2 2026, selling an estimated $626 and leaving 156 shares worth $58.4K. The position accounts for 0.03% of the portfolio, ranked #143.

Marshall & Sterling Wealth Advisors first reported a position in GE in Q4 2024 and has held it in 7 quarters since. The position peaked at $107K in Q3 2025. 898 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 156 shares of GE Aerospace worth $58.4K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors sold 2 GE Aerospace shares in Q2 2026, an estimated $626.
  • GE Aerospace made up 0.03% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #143 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in GE Aerospace in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's GE Aerospace position peaked at $107K in Q3 2025.
  • 898 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.