Root Financial Partners’s GE Aerospace GE Stock Holding History

Root Financial Partners’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	$1.13M	Buy	3,033 +405	+15%	+$127K	0.04%	115
2026 Q1	$746K	Sell	2,628 -419	-14%	-$132K	0.03%	122
2025 Q4	$938K	Buy	3,047 +844	+38%	+$254K	0.05%	102
2025 Q3	$663K	Buy	2,203 +342	+18%	+$93.5K	0.04%	113
2025 Q2	$479K	Buy	1,861 +631	+51%	+$138K	0.05%	125
2025 Q1	$246K	Buy	+1,230	New	+$242K	0.03%	180

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

Root Financial Partners's GE Position: Q2 2026 in Review

Root Financial Partners increased its GE Aerospace (GE) stake by 15% in Q2 2026, buying an estimated $127K and bringing the position to 3,033 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #115.

Root Financial Partners first reported a position in GE in Q1 2025 and has held it in 6 quarters since. 3,449 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Root Financial Partners held 3,033 shares of GE Aerospace worth $1.13M as of Q2 2026.
Root Financial Partners bought 405 GE Aerospace shares in Q2 2026, an estimated $127K.
GE Aerospace made up 0.04% of Root Financial Partners's portfolio in Q2 2026, its #115 holding.
Root Financial Partners first reported a position in GE Aerospace in Q1 2025 and has held it in 6 quarters since.
3,449 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.