NWWA
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New Wave Wealth Advisors’s GE Aerospace GE Stock Holding History

New Wave Wealth 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
2026
Q2 		– Sell
-704
Closed -$200K – 216
2026
Q1 		$200K Buy
+704
New +$221K 0.07% 189
2025
Q1 		– Sell
-507
Closed -$84.6K – 337
2024
Q4 		$84.6K Buy
+507
New +$90.5K 0.03% 188

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

New Wave Wealth Advisors's GE Position: Q2 2026 in Review

New Wave Wealth Advisors sold out of GE Aerospace (GE) in Q2 2026, closing a stake of 704 shares — an estimated $200K sold.

New Wave Wealth Advisors first reported a position in GE in Q4 2024 and held it in 2 quarters. The position peaked at $200K in Q1 2026. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • New Wave Wealth Advisors reported no remaining GE Aerospace position as of Q2 2026 after selling out during the quarter.
  • New Wave Wealth Advisors sold 704 GE Aerospace shares in Q2 2026, an estimated $200K.
  • New Wave Wealth Advisors first reported a position in GE Aerospace in Q4 2024 and held it in 2 quarters.
  • New Wave Wealth Advisors's GE Aerospace position peaked at $200K in Q1 2026.
  • 3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.