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Peak Financial Management’s GE Aerospace GE Stock Holding History

Peak Financial Management’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 		$626K Sell
1,676
-80
-5% -$25K 0.14% 55
2026
Q1 		$498K Buy
1,756
+111
+7% +$34.9K 0.13% 57
2025
Q4 		$507K Buy
1,645
+48
+3% +$14.5K 0.13% 55
2025
Q3 		$481K Sell
1,597
-24
-1% -$6.56K 0.13% 55
2025
Q2 		$417K Sell
1,621
-250
-13% -$54.9K 0.12% 63
2025
Q1 		$374K Sell
1,871
-499
-21% -$98.2K 0.11% 63
2024
Q4 		$395K Buy
2,370
+301
+15% +$53.7K 0.12% 69
2024
Q3 		$390K Buy
2,069
+1
+0% +$169 0.11% 67
2024
Q2 		$329K Buy
2,068
+497
+32% +$79.3K 0.1% 70
2024
Q1 		$220K Buy
+1,571
New +$185K 0.07% 89
2021
Q3 		– Sell
-3,804
Closed -$255K – 74
2021
Q2 		$255K Buy
3,804
+401
+12% +$26.8K 0.09% 64
2021
Q1 		$223K Buy
3,403
+804
+31% +$48.7K 0.08% 69
2020
Q4 		$140K Sell
2,599
-200
-7% -$8.96K 0.05% 65
2020
Q3 		$87K Buy
+2,799
New +$91K 0.04% 58
2017
Q4 		– Sell
-1,987
Closed -$230K – 50
2017
Q3 		$230K Buy
1,987
+50
+3% +$6.04K 0.09% 44
2017
Q2 		$251K Buy
1,937
+5
+0.3% +$685 0.1% 40
2017
Q1 		$276K Buy
+1,932
New +$280K 0.11% 37
2016
Q4 		– Sell
-1,758
Closed -$250K – 42
2016
Q3 		$250K Buy
+1,758
New +$262K 0.11% 25

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

Peak Financial Management's GE Position: Q2 2026 in Review

Peak Financial Management reduced its GE Aerospace (GE) stake by 4.6% in Q2 2026, selling an estimated $25K and leaving 1,676 shares worth $626K. The position accounts for 0.14% of the portfolio, ranked #55.

Peak Financial Management first reported a position in GE in Q3 2016 and has held it in 18 quarters since. 3,444 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Peak Financial Management held 1,676 shares of GE Aerospace worth $626K as of Q2 2026.
  • Peak Financial Management sold 80 GE Aerospace shares in Q2 2026, an estimated $25K.
  • GE Aerospace made up 0.14% of Peak Financial Management's portfolio in Q2 2026, its #55 holding.
  • Peak Financial Management first reported a position in GE Aerospace in Q3 2016 and has held it in 18 quarters since.
  • 3,444 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.