Mittelman Wealth Management’s GE Aerospace GE Stock Holding History

Mittelman 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	$337K	Sell	829 -534	-39%	-$167K	0.22%	43
2026 Q1	$387K	Sell	1,363 -287	-17%	-$90.2K	0.24%	43
2025 Q4	$508K	Buy	+1,650	New	+$497K	0.33%	32
2025 Q2	–	Sell	-1,010	Closed	-$202K	–	39
2025 Q1	$202K	Buy	+1,010	New	+$199K	0.18%	33
2024 Q4	–	Sell	-1,268	Closed	-$239K	–	32
2024 Q3	$239K	Sell	1,268 -1,593	-56%	-$270K	0.14%	27
2024 Q2	$455K	Buy	2,861 +1,148	+67%	+$183K	0.29%	52
2024 Q1	$240K	Buy	+1,713	New	+$202K	0.16%	60

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

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

Mittelman Wealth Management reduced its GE Aerospace (GE) stake by 39% in Q2 2026, selling an estimated $167K and leaving 829 shares worth $337K. The position accounts for 0.22% of the portfolio, ranked #43.

Mittelman Wealth Management first reported a position in GE in Q1 2024 and has held it in 7 quarters since. The position peaked at $508K in Q4 2025. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Mittelman Wealth Management held 829 shares of GE Aerospace worth $337K as of Q2 2026.
Mittelman Wealth Management sold 534 GE Aerospace shares in Q2 2026, an estimated $167K.
GE Aerospace made up 0.22% of Mittelman Wealth Management's portfolio in Q2 2026, its #43 holding.
Mittelman Wealth Management first reported a position in GE Aerospace in Q1 2024 and has held it in 7 quarters since.
Mittelman Wealth Management's GE Aerospace position peaked at $508K in Q4 2025.
3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.