Summit Wealth Group, LLC/OK’s GE Aerospace GE Stock Holding History

Summit Wealth Group, LLC/OK’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 Q3	–	Sell	-753	Closed	-$281K	–	56
2026 Q2	$281K	Hold	753	–	–	0.37%	50
2026 Q1	$214K	Sell	753 -16	-2%	-$5.03K	0.3%	55
2025 Q4	$237K	Buy	+769	New	+$232K	0.24%	59

Other funds holding GE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Summit Wealth Group, LLC/OK's GE Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK sold out of GE Aerospace (GE) in Q3 2026, closing a stake of 753 shares — an estimated $281K sold.

Summit Wealth Group, LLC/OK first reported a position in GE in Q4 2025 and held it in 3 quarters. The position peaked at $281K in Q2 2026. 2,126 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Summit Wealth Group, LLC/OK reported no remaining GE Aerospace position as of Q3 2026 after selling out during the quarter.
Summit Wealth Group, LLC/OK sold 753 GE Aerospace shares in Q3 2026, an estimated $281K.
Summit Wealth Group, LLC/OK first reported a position in GE Aerospace in Q4 2025 and held it in 3 quarters.
Summit Wealth Group, LLC/OK's GE Aerospace position peaked at $281K in Q2 2026.
2,126 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.