Regent Peak Wealth Advisors’s GE Aerospace GE Stock Holding History

Regent Peak 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	$1.52M	Buy	4,064 +21	+0.5%	+$6.58K	0.28%	49
2026 Q1	$1.15M	Buy	4,043 +95	+2%	+$29.9K	0.23%	52
2025 Q4	$1.22M	Buy	3,948 +25	+0.6%	+$7.53K	0.24%	45
2025 Q3	$1.18M	Buy	+3,923	New	+$1.07M	0.24%	45
2025 Q1	$764K	Sell	3,816 -245	-6%	-$48.2K	0.18%	56
2024 Q4	$677K	Buy	4,061 +15	+0.4%	+$2.68K	0.15%	68
2024 Q3	$763K	Buy	4,046 +29	+0.7%	+$4.91K	0.18%	72
2024 Q2	$639K	Sell	4,017 -970	-19%	-$155K	0.15%	78
2024 Q1	$699K	Sell	4,987 -56	-1%	-$6.6K	0.18%	72
2023 Q4	$514K	Buy	5,043 +135	+3%	+$12.5K	0.14%	81
2023 Q3	$433K	Buy	4,908 +48	+1%	+$4.31K	0.13%	84
2023 Q2	$426K	Buy	4,860 +333	+7%	+$27K	0.12%	84
2023 Q1	$345K	Sell	4,527 -1,269	-22%	-$84.9K	0.11%	96
2022 Q4	$303K	Buy	5,796 +404	+7%	+$19.9K	0.1%	115
2022 Q3	$207K	Buy	5,392 +116	+2%	+$5.1K	0.07%	143
2022 Q2	$209K	Buy	5,276 +393	+8%	+$19K	0.07%	150
2022 Q1	$278K	Buy	4,883 +196	+4%	+$11.7K	0.08%	132
2021 Q4	$276K	Sell	4,687 -66	-1%	-$4.15K	0.08%	137
2021 Q3	$305K	Buy	+4,753	New	+$306K	0.09%	127
2021 Q2	–	Sell	-4,729	Closed	-$309K	–	169
2021 Q1	$309K	Buy	4,729 +32	+0.7%	+$1.94K	0.1%	117
2020 Q4	$253K	Buy	+4,697	New	+$210K	0.08%	123
2020 Q3	–	Sell	-2,940	Closed	-$100K	–	133
2020 Q2	$100K	Sell	2,940 -2,004	-41%	-$67.6K	0.05%	120
2020 Q1	$195K	Buy	4,944 +2,439	+97%	+$130K	0.11%	109
2019 Q4	$139K	Buy	+2,505	New	+$129K	0.06%	125

Other funds holding GE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Regent Peak Wealth Advisors's GE Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its GE Aerospace (GE) stake by 0.52% in Q2 2026, buying an estimated $6.58K and bringing the position to 4,064 shares worth $1.52M. The position accounts for 0.28% of the portfolio, ranked #49.

Regent Peak Wealth Advisors first reported a position in GE in Q4 2019 and has held it in 24 quarters since. 702 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Regent Peak Wealth Advisors held 4,064 shares of GE Aerospace worth $1.52M as of Q2 2026.
Regent Peak Wealth Advisors bought 21 GE Aerospace shares in Q2 2026, an estimated $6.58K.
GE Aerospace made up 0.28% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #49 holding.
Regent Peak Wealth Advisors first reported a position in GE Aerospace in Q4 2019 and has held it in 24 quarters since.
702 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.