Mather Group’s GE Aerospace GE Stock Holding History

Mather Group’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	$12.2M	Buy	32,742 +14,170	+76%	+$4.44M	0.11%	92
2026 Q1	$5.27M	Buy	18,572 +560	+3%	+$176K	0.05%	131
2025 Q4	$5.55M	Buy	18,012 +20	+0.1%	+$6.02K	0.06%	112
2025 Q3	$5.41M	Sell	17,992 -371	-2%	-$101K	0.05%	120
2025 Q2	$4.73M	Buy	18,363 +394	+2%	+$86.5K	0.05%	120
2025 Q1	$3.6M	Sell	17,969 -91	-0.5%	-$17.9K	0.04%	135
2024 Q4	$3.01M	Sell	18,060 -229	-1%	-$40.9K	0.04%	141
2024 Q3	$3.45M	Buy	18,289 +845	+5%	+$143K	0.04%	134
2024 Q2	$3.06M	Buy	17,444 +7,692	+79%	+$1.23M	0.04%	147
2024 Q1	$993K	Sell	9,752 -598	-6%	-$70.5K	0.02%	222
2023 Q4	$1.05M	Sell	10,350 -59	-0.6%	-$5.47K	0.02%	224
2023 Q3	$918K	Buy	10,409 +1,033	+11%	+$92.8K	0.02%	227
2023 Q2	$822K	Buy	9,376 +6,592	+237%	+$534K	0.01%	253
2023 Q1	$212K	Buy	+2,784	New	+$186K	﹤0.01%	481
2022 Q1	–	Sell	-16,372	Closed	-$964K	–	455
2021 Q4	$964K	Buy	16,372 +2,870	+21%	+$180K	0.02%	153
2021 Q3	$867K	Buy	13,502 +2,892	+27%	+$186K	0.02%	127
2021 Q2	$712K	Buy	10,610 +4,135	+64%	+$276K	0.02%	129
2021 Q1	$424K	Buy	+6,475	New	+$392K	0.01%	165

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

Mather Group's GE Position: Q2 2026 in Review

Mather Group increased its GE Aerospace (GE) stake by 76% in Q2 2026, buying an estimated $4.44M and bringing the position to 32,742 shares worth $12.2M. The position accounts for 0.11% of the portfolio, ranked #92.

Mather Group first reported a position in GE in Q1 2021 and has held it in 18 quarters since. 3,445 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Mather Group held 32,742 shares of GE Aerospace worth $12.2M as of Q2 2026.
Mather Group bought 14,170 GE Aerospace shares in Q2 2026, an estimated $4.44M.
GE Aerospace made up 0.11% of Mather Group's portfolio in Q2 2026, its #92 holding.
Mather Group first reported a position in GE Aerospace in Q1 2021 and has held it in 18 quarters since.
3,445 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.