Mosaic Family Wealth Partners’s GE Aerospace GE Stock Holding History

Mosaic Family Wealth Partners’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	$1.48M	Buy	3,952 +2,617	+196%	+$819K	0.1%	165
2026 Q1	$379K	Buy	1,335 +102	+8%	+$32.1K	0.04%	205
2025 Q4	$380K	Sell	1,233 -2	-0.2%	-$602	0.04%	172
2025 Q3	$363K	Buy	1,235 +133	+12%	+$36.4K	0.04%	168
2025 Q2	$284K	Buy	1,102 +25	+2%	+$5.49K	0.04%	184
2025 Q1	$216K	Buy	+1,077	New	+$212K	0.03%	203
2024 Q4	–	Sell	-1,085	Closed	-$205K	–	217
2024 Q3	$205K	Buy	+1,085	New	+$184K	0.03%	200

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

Mosaic Family Wealth Partners's GE Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its GE Aerospace (GE) stake by 196% in Q2 2026, buying an estimated $819K and bringing the position to 3,952 shares worth $1.48M. The position accounts for 0.1% of the portfolio, ranked #165.

Mosaic Family Wealth Partners first reported a position in GE in Q3 2024 and has held it in 7 quarters since. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Mosaic Family Wealth Partners held 3,952 shares of GE Aerospace worth $1.48M as of Q2 2026.
Mosaic Family Wealth Partners bought 2,617 GE Aerospace shares in Q2 2026, an estimated $819K.
GE Aerospace made up 0.1% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #165 holding.
Mosaic Family Wealth Partners first reported a position in GE Aerospace in Q3 2024 and has held it in 7 quarters since.
3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.