OF
GE icon

Optimize Financial’s GE Aerospace GE Stock Holding History

Optimize Financial’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 		$405K Sell
1,083
-3
-0.3% -$939 0.15% 206
2026
Q1 		$308K Sell
1,086
-63
-5% -$19.8K 0.15% 258
2025
Q4 		$354K Buy
1,149
+16
+1% +$4.82K 0.18% 233
2025
Q3 		$341K Buy
+1,133
New +$310K 0.18% 237

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

Optimize Financial's GE Position: Q2 2026 in Review

Optimize Financial reduced its GE Aerospace (GE) stake by 0.28% in Q2 2026, selling an estimated $939 and leaving 1,083 shares worth $405K. The position accounts for 0.15% of the portfolio, ranked #206.

Optimize Financial first reported a position in GE in Q3 2025 and has held it in 4 quarters since. 3,439 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Optimize Financial held 1,083 shares of GE Aerospace worth $405K as of Q2 2026.
  • Optimize Financial sold 3 GE Aerospace shares in Q2 2026, an estimated $939.
  • GE Aerospace made up 0.15% of Optimize Financial's portfolio in Q2 2026, its #206 holding.
  • Optimize Financial first reported a position in GE Aerospace in Q3 2025 and has held it in 4 quarters since.
  • 3,439 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.