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Oak Harbor Wealth Partners’s GE Aerospace GE Stock Holding History

Oak Harbor 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 		– Sell
-1,862
Closed -$528K – 254
2026
Q1 		$528K Buy
1,862
+84
+5% +$26.4K 0.12% 137
2025
Q4 		$548K Sell
1,778
-40
-2% -$12K 0.13% 132
2025
Q3 		$547K Buy
1,818
+195
+12% +$53.3K 0.14% 132
2025
Q2 		$418K Buy
+1,623
New +$356K 0.11% 143

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

Oak Harbor Wealth Partners's GE Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of GE Aerospace (GE) in Q2 2026, closing a stake of 1,862 shares — an estimated $528K sold.

Oak Harbor Wealth Partners first reported a position in GE in Q2 2025 and held it in 4 quarters. The position peaked at $548K in Q4 2025. 3,437 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Oak Harbor Wealth Partners reported no remaining GE Aerospace position as of Q2 2026 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 1,862 GE Aerospace shares in Q2 2026, an estimated $528K.
  • Oak Harbor Wealth Partners first reported a position in GE Aerospace in Q2 2025 and held it in 4 quarters.
  • Oak Harbor Wealth Partners's GE Aerospace position peaked at $548K in Q4 2025.
  • 3,437 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.