Optivise Advisory Services’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$430K Buy
1,152
+199
+21% +$62.3K 0.22% 123
2026
Q1
$270K Buy
+953
New +$300K 0.16% 142

Other funds holding GE

Optivise Advisory Services's GE Position: Q2 2026 in Review

Optivise Advisory Services increased its GE Aerospace (GE) stake by 21% in Q2 2026, buying an estimated $62.3K and bringing the position to 1,152 shares worth $430K. The position accounts for 0.22% of the portfolio, ranked #123.

Optivise Advisory Services first reported a position in GE in Q1 2026 and has held it in 2 quarters since. 1,182 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Optivise Advisory Services held 1,152 shares of GE Aerospace worth $430K as of Q2 2026.
  • Optivise Advisory Services bought 199 GE Aerospace shares in Q2 2026, an estimated $62.3K.
  • GE Aerospace made up 0.22% of Optivise Advisory Services's portfolio in Q2 2026, its #123 holding.
  • Optivise Advisory Services first reported a position in GE Aerospace in Q1 2026 and has held it in 2 quarters since.
  • 1,182 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.