Occidental Asset Management’s GE Aerospace GE Stock Holding History

Occidental Asset Management’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	$546K	Buy	1,460 +362	+33%	+$113K	0.05%	184
2026 Q1	$312K	Buy	1,098 +16	+1%	+$5.03K	0.04%	216
2025 Q4	$333K	Buy	1,082 +44	+4%	+$13.2K	0.04%	194
2025 Q3	$312K	Sell	1,038 -24	-2%	-$6.56K	0.04%	200
2025 Q2	$273K	Buy	+1,062	New	+$233K	0.04%	207
2017 Q4	–	Sell	-4,344	Closed	-$503K	–	150
2017 Q3	$503K	Buy	4,344 +718	+20%	+$86.8K	0.28%	62
2017 Q2	$469K	Sell	3,626 -4	-0.1%	-$548	0.28%	61
2017 Q1	$518K	Buy	3,630 +515	+17%	+$74.5K	0.34%	49
2016 Q4	$472K	Buy	3,115 +750	+32%	+$109K	0.34%	55
2016 Q3	$336K	Buy	2,365 +92	+4%	+$13.7K	0.27%	68
2016 Q2	$343K	Buy	2,273 +259	+13%	+$37.8K	0.3%	66
2016 Q1	$307K	Hold	2,014	–	–	0.37%	55
2015 Q4	$301K	Hold	2,014	–	–	0.39%	51
2015 Q3	$243K	Hold	2,014	–	–	0.34%	54
2015 Q2	$256K	Hold	2,014	–	–	0.34%	56
2015 Q1	$239K	Hold	2,014	–	–	0.3%	57
2014 Q4	$244K	Hold	2,014	–	–	0.37%	54
2014 Q3	$247K	Hold	2,014	–	–	0.4%	48
2014 Q2	$254K	Hold	2,014	–	–	0.44%	49
2014 Q1	$250K	Buy	+2,014	New	+$249K	0.45%	48

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

Occidental Asset Management's GE Position: Q2 2026 in Review

Occidental Asset Management increased its GE Aerospace (GE) stake by 33% in Q2 2026, buying an estimated $113K and bringing the position to 1,460 shares worth $546K. The position accounts for 0.05% of the portfolio, ranked #184.

Occidental Asset Management first reported a position in GE in Q1 2014 and has held it in 20 quarters since. 3,445 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Occidental Asset Management held 1,460 shares of GE Aerospace worth $546K as of Q2 2026.
Occidental Asset Management bought 362 GE Aerospace shares in Q2 2026, an estimated $113K.
GE Aerospace made up 0.05% of Occidental Asset Management's portfolio in Q2 2026, its #184 holding.
Occidental Asset Management first reported a position in GE Aerospace in Q1 2014 and has held it in 20 quarters since.
3,445 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.