Rooted Wealth Advisors’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$827K Buy
2,212
+108
+5% +$33.8K 0.2% 73
2026
Q1
$639K Buy
2,104
+1,332
+173% +$419K 0.17% 81
2025
Q4
$238K Buy
772
+51
+7% +$15.4K 0.07% 127
2025
Q3
$214K Buy
+721
New +$197K 0.07% 120

Other funds holding GE

Rooted Wealth Advisors's GE Position: Q2 2026 in Review

Rooted Wealth Advisors increased its GE Aerospace (GE) stake by 5.1% in Q2 2026, buying an estimated $33.8K and bringing the position to 2,212 shares worth $827K. The position accounts for 0.2% of the portfolio, ranked #73.

Rooted Wealth Advisors first reported a position in GE in Q3 2025 and has held it in 4 quarters since. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Rooted Wealth Advisors held 2,212 shares of GE Aerospace worth $827K as of Q2 2026.
  • Rooted Wealth Advisors bought 108 GE Aerospace shares in Q2 2026, an estimated $33.8K.
  • GE Aerospace made up 0.2% of Rooted Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • Rooted Wealth Advisors first reported a position in GE Aerospace in Q3 2025 and has held it in 4 quarters since.
  • 3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.