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One Charles Private Wealth Services’s GE Aerospace GE Stock Holding History

One Charles Private Wealth 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 		$600K Sell
1,606
-3
-0.2% -$939 0.14% 84
2026
Q1 		$456K Buy
1,609
+2
+0.1% +$629 0.11% 97
2025
Q4 		$495K Sell
1,607
-103
-6% -$31K 0.13% 88
2025
Q3 		$514K Buy
1,710
+34
+2% +$9.29K 0.14% 83
2025
Q2 		$431K Buy
1,676
+5
+0.3% +$1.1K 0.12% 93
2025
Q1 		$334K Sell
1,671
-7
-0.4% -$1.38K 0.11% 98
2024
Q4 		$280K Hold
1,678
– – 0.09% 115
2024
Q3 		$316K Hold
1,678
– – 0.12% 114
2024
Q2 		$267K Sell
1,678
-425
-20% -$67.9K 0.11% 115
2024
Q1 		$295K Sell
2,103
-198
-9% -$23.3K 0.13% 112
2023
Q4 		$234K Hold
2,301
– – 0.12% 124
2023
Q3 		$203K Hold
2,301
– – 0.12% 122
2023
Q2 		$202K Buy
+2,301
New +$186K 0.12% 121
2021
Q4 		– Sell
-4,467
Closed -$287K – 127
2021
Q3 		$287K Buy
4,467
+1,562
+54% +$100K 0.17% 88
2021
Q2 		$195K Buy
+2,905
New +$194K 0.13% 107
2020
Q3 		– Sell
-3,400
Closed -$113K – 52
2020
Q2 		$113K Buy
+3,400
New +$115K 0.06% 91

Other funds holding GE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

One Charles Private Wealth Services's GE Position: Q2 2026 in Review

One Charles Private Wealth Services reduced its GE Aerospace (GE) stake by 0.19% in Q2 2026, selling an estimated $939 and leaving 1,606 shares worth $600K. The position accounts for 0.14% of the portfolio, ranked #84.

One Charles Private Wealth Services first reported a position in GE in Q2 2020 and has held it in 16 quarters since. 615 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • One Charles Private Wealth Services held 1,606 shares of GE Aerospace worth $600K as of Q2 2026.
  • One Charles Private Wealth Services sold 3 GE Aerospace shares in Q2 2026, an estimated $939.
  • GE Aerospace made up 0.14% of One Charles Private Wealth Services's portfolio in Q2 2026, its #84 holding.
  • One Charles Private Wealth Services first reported a position in GE Aerospace in Q2 2020 and has held it in 16 quarters since.
  • 615 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.