Robertson Stephens Wealth Management’s GE Aerospace GE Stock Holding History

Robertson Stephens 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	–	Sell	-3,846	Closed	-$1.09M	–	653
2026 Q1	$1.09M	Buy	+3,846	New	+$1.21M	0.03%	288
2025 Q2	–	Sell	-3,927	Closed	-$787K	–	565
2025 Q1	$787K	Sell	3,927 -313	-7%	-$61.6K	0.03%	292
2024 Q4	$707K	Buy	+4,240	New	+$757K	0.03%	305
2024 Q2	–	Sell	-6,869	Closed	-$962K	–	515
2024 Q1	$962K	Buy	6,869 +1,353	+25%	+$159K	0.05%	238
2023 Q4	$562K	Buy	5,516 +200	+4%	+$18.5K	0.03%	292
2023 Q3	$469K	Buy	5,316 +1,424	+37%	+$128K	0.03%	314
2023 Q2	$341K	Sell	3,892 -65	-2%	-$5.26K	0.02%	336
2023 Q1	$302K	Sell	3,957 -1,327	-25%	-$88.8K	0.02%	368
2022 Q4	$276K	Sell	5,284 -63	-1%	-$3.1K	0.03%	347
2022 Q3	$206K	Buy	5,347 +280	+6%	+$12.3K	0.02%	340
2022 Q2	$201K	Buy	+5,067	New	+$246K	0.02%	358
2021 Q3	–	Sell	-2,399	Closed	-$161K	–	324
2021 Q2	$161K	Sell	2,399 -96	-4%	-$6.41K	0.02%	324
2021 Q1	$163K	Buy	2,495 +355	+17%	+$21.5K	0.03%	279
2020 Q4	$115K	Sell	2,140 -47	-2%	-$2.11K	0.02%	245
2020 Q3	$68K	Buy	+2,187	New	+$71.1K	0.02%	237

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

Robertson Stephens Wealth Management's GE Position: Q2 2026 in Review

Robertson Stephens Wealth Management sold out of GE Aerospace (GE) in Q2 2026, closing a stake of 3,846 shares — an estimated $1.09M sold.

Robertson Stephens Wealth Management first reported a position in GE in Q3 2020 and held it in 15 quarters. The position peaked at $1.09M in Q1 2026. 3,437 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Robertson Stephens Wealth Management reported no remaining GE Aerospace position as of Q2 2026 after selling out during the quarter.
Robertson Stephens Wealth Management sold 3,846 GE Aerospace shares in Q2 2026, an estimated $1.09M.
Robertson Stephens Wealth Management first reported a position in GE Aerospace in Q3 2020 and held it in 15 quarters.
Robertson Stephens Wealth Management's GE Aerospace position peaked at $1.09M in Q1 2026.
3,437 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.