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Rockbridge Investment Management’s GE Aerospace GE Stock Holding History

Rockbridge Investment 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 		$3.45M Sell
9,237
-44
-0.5% -$13.8K 0.28% 31
2026
Q1 		$2.63M Buy
9,281
+886
+11% +$278K 0.24% 37
2025
Q4 		$2.59M Sell
8,395
-840
-9% -$253K 0.24% 36
2025
Q3 		$2.78M Sell
9,235
-50
-0.5% -$13.7K 0.27% 34
2025
Q2 		$2.39M Buy
9,285
+6,557
+240% +$1.44M 0.26% 34
2025
Q1 		$546K Sell
2,728
-158
-5% -$31.1K 0.06% 80
2024
Q4 		$481K Sell
2,886
-214
-7% -$38.2K 0.06% 86
2024
Q3 		$585K Sell
3,100
-1,080
-26% -$183K 0.08% 76
2024
Q2 		$665K Buy
4,180
+1,505
+56% +$240K 0.09% 63
2024
Q1 		$375K Sell
2,675
-73
-3% -$8.6K 0.05% 89
2023
Q4 		$280K Sell
2,748
-119
-4% -$11K 0.04% 96
2023
Q3 		$253K Buy
2,867
+391
+16% +$35.1K 0.04% 95
2023
Q2 		$217K Buy
+2,476
New +$201K 0.04% 102
2022
Q3 		– Sell
-4,873
Closed -$193K – 294
2022
Q2 		$193K Sell
4,873
-3,528
-42% -$171K 0.04% 103
2022
Q1 		$484K Sell
8,401
-336
-4% -$20K 0.07% 100
2021
Q4 		$514K Buy
8,737
+1,578
+22% +$99.1K 0.08% 109
2021
Q3 		$460K Buy
7,159
+442
+7% +$28.4K 0.08% 103
2021
Q2 		$451K Buy
6,717
+46
+0.7% +$3.07K 0.08% 104
2021
Q1 		$437K Sell
6,671
-565
-8% -$34.2K 0.08% 98
2020
Q4 		$389K Sell
7,236
-544
-7% -$24.4K 0.08% 104
2020
Q3 		$242K Sell
7,780
-248
-3% -$8.06K 0.06% 117
2020
Q2 		$273K Buy
+8,028
New +$271K 0.07% 106

Other funds holding GE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Rockbridge Investment Management's GE Position: Q2 2026 in Review

Rockbridge Investment Management reduced its GE Aerospace (GE) stake by 0.47% in Q2 2026, selling an estimated $13.8K and leaving 9,237 shares worth $3.45M. The position accounts for 0.28% of the portfolio, ranked #31.

Rockbridge Investment Management first reported a position in GE in Q2 2020 and has held it in 22 quarters since. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Rockbridge Investment Management held 9,237 shares of GE Aerospace worth $3.45M as of Q2 2026.
  • Rockbridge Investment Management sold 44 GE Aerospace shares in Q2 2026, an estimated $13.8K.
  • GE Aerospace made up 0.28% of Rockbridge Investment Management's portfolio in Q2 2026, its #31 holding.
  • Rockbridge Investment Management first reported a position in GE Aerospace in Q2 2020 and has held it in 22 quarters since.
  • 3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.