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Morris Financial Concepts’s GE Aerospace GE Stock Holding History

Morris Financial Concepts’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 		$648K Hold
1,734
– – 0.2% 67
2026
Q1 		$492K Hold
1,734
– – 0.17% 73
2025
Q4 		$534K Hold
1,734
– – 0.19% 67
2025
Q3 		$522K Hold
1,734
– – 0.19% 67
2025
Q2 		$446K Hold
1,734
– – 0.18% 73
2025
Q1 		$347K Sell
1,734
-66
-4% -$13K 0.15% 89
2024
Q4 		$300K Hold
1,800
– – 0.13% 96
2024
Q3 		$339K Hold
1,800
– – 0.15% 83
2024
Q2 		$286K Sell
1,800
-455
-20% -$72.6K 0.14% 82
2024
Q1 		$316K Hold
2,255
– – 0.16% 76
2023
Q4 		$230K Buy
+2,255
New +$209K 0.13% 89

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

Morris Financial Concepts's GE Position: Q2 2026 in Review

Morris Financial Concepts held its GE Aerospace (GE) position steady in Q2 2026 at 1,734 shares worth $648K. The position accounts for 0.2% of the portfolio, ranked #67.

Morris Financial Concepts first reported a position in GE in Q4 2023 and has held it in 11 quarters since. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Morris Financial Concepts held 1,734 shares of GE Aerospace worth $648K as of Q2 2026.
  • Morris Financial Concepts left its GE Aerospace share count unchanged in Q2 2026.
  • GE Aerospace made up 0.2% of Morris Financial Concepts's portfolio in Q2 2026, its #67 holding.
  • Morris Financial Concepts first reported a position in GE Aerospace in Q4 2023 and has held it in 11 quarters since.
  • 3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.