MWM
GE icon

Mindset Wealth Management’s GE Aerospace GE Stock Holding History

Mindset 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 		$717K Buy
1,919
+110
+6% +$34.4K 0.14% 74
2026
Q1 		$513K Buy
1,809
+542
+43% +$170K 0.14% 85
2025
Q4 		$390K Buy
1,267
+325
+35% +$97.9K 0.1% 107
2025
Q3 		$283K Sell
942
-398
-30% -$109K 0.08% 125
2025
Q2 		$345K Buy
1,340
+39
+3% +$8.56K 0.11% 99
2025
Q1 		$260K Buy
1,301
+11
+0.9% +$2.16K 0.1% 107
2024
Q4 		$215K Buy
1,290
+32
+3% +$5.71K 0.08% 123
2024
Q3 		$237K Buy
+1,258
New +$213K 0.1% 108

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

Mindset Wealth Management's GE Position: Q2 2026 in Review

Mindset Wealth Management increased its GE Aerospace (GE) stake by 6.1% in Q2 2026, buying an estimated $34.4K and bringing the position to 1,919 shares worth $717K. The position accounts for 0.14% of the portfolio, ranked #74.

Mindset Wealth Management first reported a position in GE in Q3 2024 and has held it in 8 quarters since. 3,445 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Mindset Wealth Management held 1,919 shares of GE Aerospace worth $717K as of Q2 2026.
  • Mindset Wealth Management bought 110 GE Aerospace shares in Q2 2026, an estimated $34.4K.
  • GE Aerospace made up 0.14% of Mindset Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Mindset Wealth Management first reported a position in GE Aerospace in Q3 2024 and has held it in 8 quarters since.
  • 3,445 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.