Okabena Investment Services’s GE Aerospace GE Stock Holding History

Okabena Investment Services’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	$3.02M	Buy	8,076 +105	+1%	+$32.9K	0.54%	36
2026 Q1	$2.26M	Sell	7,971 -179	-2%	-$56.3K	0.44%	40
2025 Q4	$2.51M	Sell	8,150 -1,022	-11%	-$308K	0.48%	39
2025 Q3	$2.76M	Sell	9,172 -5,023	-35%	-$1.37M	0.54%	35
2025 Q2	$3.65M	Sell	14,195 -4,032	-22%	-$885K	0.81%	28
2025 Q1	$3.65M	Buy	18,227 +7,134	+64%	+$1.4M	0.92%	24
2024 Q4	$1.85M	Buy	11,093 +609	+6%	+$109K	0.51%	44
2024 Q3	$1.98M	Buy	10,484 +17	+0.2%	+$2.88K	0.56%	36
2024 Q2	$1.66M	Sell	10,467 -8,520	-45%	-$1.36M	0.53%	41
2024 Q1	$2.66M	Sell	18,987 -6,687	-26%	-$788K	0.89%	27
2023 Q4	$2.62M	Buy	25,674 +6,281	+32%	+$582K	1.02%	26
2023 Q3	$1.71M	Buy	+19,393	New	+$1.74M	1.33%	20
2021 Q1	–	Sell	-209	Closed	-$11K	–	73
2020 Q4	$11K	Hold	209	–	–	0.01%	71
2020 Q3	$6K	Hold	209	–	–	﹤0.01%	74
2020 Q2	$7K	Buy	+209	New	+$7.05K	0.01%	70

Other funds holding GE

BlackRock New York $6.73T AUM 46.02% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Okabena Investment Services's GE Position: Q2 2026 in Review

Okabena Investment Services increased its GE Aerospace (GE) stake by 1.3% in Q2 2026, buying an estimated $32.9K and bringing the position to 8,076 shares worth $3.02M. The position accounts for 0.54% of the portfolio, ranked #36.

Okabena Investment Services first reported a position in GE in Q2 2020 and has held it in 15 quarters since. The position peaked at $3.65M in Q2 2025. 2,728 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Okabena Investment Services held 8,076 shares of GE Aerospace worth $3.02M as of Q2 2026.
Okabena Investment Services bought 105 GE Aerospace shares in Q2 2026, an estimated $32.9K.
GE Aerospace made up 0.54% of Okabena Investment Services's portfolio in Q2 2026, its #36 holding.
Okabena Investment Services first reported a position in GE Aerospace in Q2 2020 and has held it in 15 quarters since.
Okabena Investment Services's GE Aerospace position peaked at $3.65M in Q2 2025.
2,728 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.