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Poinciana Advisors Group’s GE Aerospace GE Stock Holding History

Poinciana Advisors Group’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 		$791K Hold
2,117
– – 0.59% 31
2026
Q1 		$601K Hold
2,117
– – 0.47% 36
2025
Q4 		$652K Sell
2,117
-26
-1% -$7.83K 0.51% 32
2025
Q3 		$645K Sell
2,143
-71
-3% -$19.4K 0.54% 30
2025
Q2 		$570K Buy
2,214
+97
+5% +$21.3K 0.51% 31
2025
Q1 		$424K Sell
2,117
-2
-0.1% -$394 0.44% 32
2024
Q4 		$353K Buy
+2,119
New +$378K 0.36% 44

Other funds holding GE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Poinciana Advisors Group's GE Position: Q2 2026 in Review

Poinciana Advisors Group held its GE Aerospace (GE) position steady in Q2 2026 at 2,117 shares worth $791K. The position accounts for 0.59% of the portfolio, ranked #31.

Poinciana Advisors Group first reported a position in GE in Q4 2024 and has held it in 7 quarters since. 2,233 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Poinciana Advisors Group held 2,117 shares of GE Aerospace worth $791K as of Q2 2026.
  • Poinciana Advisors Group left its GE Aerospace share count unchanged in Q2 2026.
  • GE Aerospace made up 0.59% of Poinciana Advisors Group's portfolio in Q2 2026, its #31 holding.
  • Poinciana Advisors Group first reported a position in GE Aerospace in Q4 2024 and has held it in 7 quarters since.
  • 2,233 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.