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Medallion Wealth Advisors’s GE Aerospace GE Stock Holding History

Medallion 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 		$613K Sell
1,637
-192
-10% -$60.1K 0.19% 112
2026
Q1 		$519K Sell
1,829
-69
-4% -$21.7K 0.17% 122
2025
Q4 		$585K Buy
1,898
+212
+13% +$63.8K 0.2% 112
2025
Q3 		$508K Sell
1,686
-139
-8% -$38K 0.18% 122
2025
Q2 		$458K Sell
1,825
-5
-0.3% -$1.1K 0.18% 128
2025
Q1 		$372K Buy
1,830
+188
+11% +$37K 0.17% 132
2024
Q4 		$285K Buy
+1,642
New +$293K 0.14% 152

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

Medallion Wealth Advisors's GE Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its GE Aerospace (GE) stake by 10% in Q2 2026, selling an estimated $60.1K and leaving 1,637 shares worth $613K. The position accounts for 0.19% of the portfolio, ranked #112.

Medallion Wealth Advisors first reported a position in GE in Q4 2024 and has held it in 7 quarters since. 3,454 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Medallion Wealth Advisors held 1,637 shares of GE Aerospace worth $613K as of Q2 2026.
  • Medallion Wealth Advisors sold 192 GE Aerospace shares in Q2 2026, an estimated $60.1K.
  • GE Aerospace made up 0.19% of Medallion Wealth Advisors's portfolio in Q2 2026, its #112 holding.
  • Medallion Wealth Advisors first reported a position in GE Aerospace in Q4 2024 and has held it in 7 quarters since.
  • 3,454 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.