MYIA
GE icon

Mount Yale Investment Advisors’s GE Aerospace GE Stock Holding History

Mount Yale Investment Advisors’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
2025
Q1 		– Sell
-100
Closed -$3.4K – 552
2024
Q4 		$3.4K Hold
100
– – ﹤0.01% 545
2024
Q3 		$5.5K Buy
+100
New +$16.9K ﹤0.01% 539

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's GE Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its GE Aerospace (GE) stake by 6.4% in Q2 2026, buying an estimated $440K and bringing the position to 23,393 shares worth $8.74M. The position accounts for 0.16% of the portfolio, ranked #146.

Mount Yale Investment Advisors first reported a position in GE in Q1 2018 and has held it in 14 quarters since. 3,459 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Mount Yale Investment Advisors held 23,393 shares of GE Aerospace worth $8.74M as of Q2 2026.
  • Mount Yale Investment Advisors bought 1,405 GE Aerospace shares in Q2 2026, an estimated $440K.
  • GE Aerospace made up 0.16% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #146 holding.
  • Mount Yale Investment Advisors first reported a position in GE Aerospace in Q1 2018 and has held it in 14 quarters since.
  • 3,459 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.