Montis Financial’s GE Aerospace GE Stock Holding History

Montis Financial’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	$643K	Sell	1,720 -8	-0.5%	-$2.5K	0.13%	85
2026 Q1	$490K	Buy	1,728 +120	+7%	+$37.7K	0.1%	98
2025 Q4	$495K	Buy	1,608 +220	+16%	+$66.2K	0.1%	99
2025 Q3	$418K	Buy	1,388 +277	+25%	+$75.7K	0.1%	113
2025 Q2	$286K	Hold	1,111	–	–	0.08%	113
2025 Q1	$222K	Buy	+1,111	New	+$219K	0.07%	134
2021 Q3	–	Sell	-2,388	Closed	-$160K	–	67
2021 Q2	$160K	Sell	2,388 -191	-7%	-$12.7K	0.13%	69
2021 Q1	$171K	Buy	2,579 +489	+23%	+$29.6K	0.16%	68
2020 Q4	$119K	Buy	+2,090	New	+$93.6K	0.12%	67

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

Montis Financial's GE Position: Q2 2026 in Review

Montis Financial reduced its GE Aerospace (GE) stake by 0.46% in Q2 2026, selling an estimated $2.5K and leaving 1,720 shares worth $643K. The position accounts for 0.13% of the portfolio, ranked #85.

Montis Financial first reported a position in GE in Q4 2020 and has held it in 9 quarters since. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Montis Financial held 1,720 shares of GE Aerospace worth $643K as of Q2 2026.
Montis Financial sold 8 GE Aerospace shares in Q2 2026, an estimated $2.5K.
GE Aerospace made up 0.13% of Montis Financial's portfolio in Q2 2026, its #85 holding.
Montis Financial first reported a position in GE Aerospace in Q4 2020 and has held it in 9 quarters since.
3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.