Perfromance Wealth Partners’s GE Aerospace GE Stock Holding History

Perfromance Wealth Partners’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	$6.91M	Buy	18,484 +2,657	+17%	+$832K	0.17%	29
2026 Q1	$4.49M	Buy	15,827 +4,697	+42%	+$1.48M	0.13%	34
2025 Q4	$3.43M	Buy	11,130 +2,985	+37%	+$899K	0.09%	37
2025 Q3	$2.45M	Buy	8,145 +4,548	+126%	+$1.24M	0.07%	45
2025 Q2	$926K	Buy	3,597 +2,296	+176%	+$504K	0.03%	74
2025 Q1	$260K	Sell	1,301 -411	-24%	-$80.9K	0.01%	143
2024 Q4	$286K	Sell	1,712 -14	-0.8%	-$2.5K	0.01%	141
2024 Q3	$325K	Buy	+1,726	New	+$292K	0.01%	136
2023 Q4	–	Sell	-2,640	Closed	-$233K	–	169
2023 Q3	$233K	Sell	2,640 -75	-3%	-$6.74K	0.01%	149
2023 Q2	$235K	Buy	+2,715	New	+$220K	0.01%	163
2022 Q2	–	Sell	-5,568	Closed	-$317K	–	172
2022 Q1	$317K	Sell	5,568 -128	-2%	-$7.64K	0.01%	133
2021 Q4	$335K	Buy	+5,696	New	+$358K	0.01%	139

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

Perfromance Wealth Partners's GE Position: Q2 2026 in Review

Perfromance Wealth Partners increased its GE Aerospace (GE) stake by 17% in Q2 2026, buying an estimated $832K and bringing the position to 18,484 shares worth $6.91M. The position accounts for 0.17% of the portfolio, ranked #29.

Perfromance Wealth Partners first reported a position in GE in Q4 2021 and has held it in 12 quarters since. 3,445 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Perfromance Wealth Partners held 18,484 shares of GE Aerospace worth $6.91M as of Q2 2026.
Perfromance Wealth Partners bought 2,657 GE Aerospace shares in Q2 2026, an estimated $832K.
GE Aerospace made up 0.17% of Perfromance Wealth Partners's portfolio in Q2 2026, its #29 holding.
Perfromance Wealth Partners first reported a position in GE Aerospace in Q4 2021 and has held it in 12 quarters since.
3,445 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.