RKL Wealth Management’s GE Aerospace GE Stock Holding History

RKL Wealth 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	$475K	Buy	1,270 +137	+12%	+$42.9K	0.04%	138
2026 Q1	$322K	Buy	1,133 +165	+17%	+$51.9K	0.03%	152
2025 Q4	$298K	Sell	968 -123	-11%	-$37K	0.02%	162
2025 Q3	$328K	Hold	1,091	–	–	0.03%	150
2025 Q2	$281K	Buy	1,091 +75	+7%	+$16.5K	0.02%	157
2025 Q1	$203K	Buy	+1,016	New	+$200K	0.02%	169
2018 Q2	–	Sell	-2,956	Closed	-$189K	–	130
2018 Q1	$189K	Sell	2,956 -166	-5%	-$12.3K	0.04%	130
2017 Q4	$260K	Sell	3,122 -5,074	-62%	-$484K	0.06%	127
2017 Q3	$952K	Sell	8,196 -850	-9%	-$103K	0.27%	80
2017 Q2	$1.17M	Buy	9,046 +299	+3%	+$41K	0.37%	59
2017 Q1	$1.25M	Sell	8,747 -1,716	-16%	-$248K	0.5%	47
2016 Q4	$1.58M	Sell	10,463 -490	-4%	-$71.2K	0.76%	34
2016 Q3	$1.55M	Buy	10,953 +2,894	+36%	+$432K	0.78%	33
2016 Q2	$1.21M	Buy	8,059 +2,530	+46%	+$369K	0.63%	36
2016 Q1	$842K	Buy	5,529 +3,842	+228%	+$543K	0.48%	36
2015 Q4	$252K	Buy	+1,687	New	+$240K	0.12%	51

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

RKL Wealth Management's GE Position: Q2 2026 in Review

RKL Wealth Management increased its GE Aerospace (GE) stake by 12% in Q2 2026, buying an estimated $42.9K and bringing the position to 1,270 shares worth $475K. The position accounts for 0.04% of the portfolio, ranked #138.

RKL Wealth Management first reported a position in GE in Q4 2015 and has held it in 16 quarters since. The position peaked at $1.58M in Q4 2016. 3,446 funds tracked by Wall St. Rank hold GE as of Q2 2026.

RKL Wealth Management held 1,270 shares of GE Aerospace worth $475K as of Q2 2026.
RKL Wealth Management bought 137 GE Aerospace shares in Q2 2026, an estimated $42.9K.
GE Aerospace made up 0.04% of RKL Wealth Management's portfolio in Q2 2026, its #138 holding.
RKL Wealth Management first reported a position in GE Aerospace in Q4 2015 and has held it in 16 quarters since.
RKL Wealth Management's GE Aerospace position peaked at $1.58M in Q4 2016.
3,446 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.