Naviter Wealth’s GE Aerospace GE Stock Holding History

Naviter Wealth’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	$4.77M	Buy	12,760 +1,877	+17%	+$588K	0.43%	49
2026 Q1	$3.09M	Buy	10,883 +230	+2%	+$72.3K	0.39%	61
2025 Q4	$3.29M	Sell	10,653 -976	-8%	-$294K	0.43%	51
2025 Q3	$3.5M	Buy	11,629 +473	+4%	+$129K	0.41%	61
2025 Q2	$2.87M	Sell	11,156 -456	-4%	-$100K	0.35%	71
2025 Q1	$2.33M	Buy	11,612 +337	+3%	+$66.3K	0.28%	92
2024 Q4	$1.88M	Buy	11,275 +10,147	+900%	+$1.81M	0.23%	117
2024 Q3	$213K	Buy	+1,128	New	+$191K	0.03%	224
2024 Q1	–	Sell	-12,370	Closed	-$1.26M	–	241
2023 Q4	$1.26M	Buy	12,370 +1,604	+15%	+$149K	0.25%	108
2023 Q3	$951K	Sell	10,766 -67	-0.6%	-$6.02K	0.23%	104
2023 Q2	$950K	Buy	10,833 +1,115	+11%	+$90.3K	0.24%	108
2023 Q1	$742K	Sell	9,718 -2,319	-19%	-$155K	0.26%	110
2022 Q4	$606K	Buy	12,037 +894	+8%	+$43.9K	0.17%	136
2022 Q3	$430K	Buy	11,143 +909	+9%	+$40K	0.18%	137
2022 Q2	$406K	Buy	+10,234	New	+$496K	0.17%	140

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

Naviter Wealth's GE Position: Q2 2026 in Review

Naviter Wealth increased its GE Aerospace (GE) stake by 17% in Q2 2026, buying an estimated $588K and bringing the position to 12,760 shares worth $4.77M. The position accounts for 0.43% of the portfolio, ranked #49.

Naviter Wealth first reported a position in GE in Q2 2022 and has held it in 15 quarters since. 3,453 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Naviter Wealth held 12,760 shares of GE Aerospace worth $4.77M as of Q2 2026.
Naviter Wealth bought 1,877 GE Aerospace shares in Q2 2026, an estimated $588K.
GE Aerospace made up 0.43% of Naviter Wealth's portfolio in Q2 2026, its #49 holding.
Naviter Wealth first reported a position in GE Aerospace in Q2 2022 and has held it in 15 quarters since.
3,453 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

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