Pacific Excel Wealth Advisors’s GE Aerospace GE Stock Holding History

Pacific Excel Wealth Advisors’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	$572K	Buy	1,531 +633	+70%	+$198K	0.22%	88
2026 Q1	$255K	Buy	+898	New	+$282K	0.27%	105

Other funds holding GE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Pacific Excel Wealth Advisors's GE Position: Q2 2026 in Review

Pacific Excel Wealth Advisors increased its GE Aerospace (GE) stake by 70% in Q2 2026, buying an estimated $198K and bringing the position to 1,531 shares worth $572K. The position accounts for 0.22% of the portfolio, ranked #88.

Pacific Excel Wealth Advisors first reported a position in GE in Q1 2026 and has held it in 2 quarters since. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Pacific Excel Wealth Advisors held 1,531 shares of GE Aerospace worth $572K as of Q2 2026.
Pacific Excel Wealth Advisors bought 633 GE Aerospace shares in Q2 2026, an estimated $198K.
GE Aerospace made up 0.22% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #88 holding.
Pacific Excel Wealth Advisors first reported a position in GE Aerospace in Q1 2026 and has held it in 2 quarters since.
3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.