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Octavia Wealth Advisors’s GE Aerospace GE Stock Holding History

Octavia 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 		$916K Sell
2,452
-127
-5% -$39.8K 0.08% 80
2026
Q1 		$733K Buy
2,579
+172
+7% +$54.1K 0.07% 94
2025
Q4 		$742K Sell
2,407
-122
-5% -$36.7K 0.07% 102
2025
Q3 		$762K Buy
2,529
+578
+30% +$158K 0.08% 97
2025
Q2 		$502K Buy
1,951
+196
+11% +$43K 0.06% 116
2025
Q1 		$352K Sell
1,755
-321
-15% -$63.2K 0.04% 152
2024
Q4 		$347K Sell
2,076
-142
-6% -$25.3K 0.04% 149
2024
Q3 		$419K Sell
2,218
-174
-7% -$29.5K 0.05% 136
2024
Q2 		$380K Sell
2,392
-35
-1% -$5.59K 0.05% 148
2024
Q1 		$340K Sell
2,427
-1,142
-32% -$135K 0.05% 157
2023
Q4 		$364K Sell
3,569
-286
-7% -$26.5K 0.06% 153
2023
Q3 		$340K Sell
3,855
-685
-15% -$61.6K 0.07% 133
2023
Q2 		$398K Buy
+4,540
New +$368K 0.08% 115
2022
Q1 		– Sell
-4,798
Closed -$283K – 199
2021
Q4 		$283K Buy
+4,798
New +$301K 0.06% 154
2021
Q3 		– Sell
-3,262
Closed -$219K – 185
2021
Q2 		$219K Sell
3,262
-51
-2% -$3.4K 0.06% 155
2021
Q1 		$217K Buy
3,313
+443
+15% +$26.8K 0.06% 155
2020
Q4 		$155K Buy
+2,870
New +$129K 0.05% 152

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

Octavia Wealth Advisors's GE Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its GE Aerospace (GE) stake by 4.9% in Q2 2026, selling an estimated $39.8K and leaving 2,452 shares worth $916K. The position accounts for 0.08% of the portfolio, ranked #80.

Octavia Wealth Advisors first reported a position in GE in Q4 2020 and has held it in 17 quarters since. 3,437 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Octavia Wealth Advisors held 2,452 shares of GE Aerospace worth $916K as of Q2 2026.
  • Octavia Wealth Advisors sold 127 GE Aerospace shares in Q2 2026, an estimated $39.8K.
  • GE Aerospace made up 0.08% of Octavia Wealth Advisors's portfolio in Q2 2026, its #80 holding.
  • Octavia Wealth Advisors first reported a position in GE Aerospace in Q4 2020 and has held it in 17 quarters since.
  • 3,437 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.