Safeguard Investment Advisory Group’s GE Aerospace GE Stock Holding History

Safeguard Investment Advisory Group’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	$573K	Sell	1,534 -3	-0.2%	-$939	0.13%	77
2026 Q1	$436K	Buy	1,537 +70	+5%	+$22K	0.12%	76
2025 Q4	$452K	Buy	1,467 +53	+4%	+$16K	0.12%	76
2025 Q3	$425K	Sell	1,414 -73	-5%	-$20K	0.11%	88
2025 Q2	$383K	Sell	1,487 -13	-0.9%	-$2.85K	0.1%	91
2025 Q1	$300K	Buy	1,500 +151	+11%	+$29.7K	0.08%	98
2024 Q4	$225K	Sell	1,349 -9	-0.7%	-$1.61K	0.06%	99
2024 Q3	$256K	Sell	1,358 -28	-2%	-$4.74K	0.07%	91
2024 Q2	$220K	Sell	1,386 -72	-5%	-$11.5K	0.07%	94
2024 Q1	$204K	Buy	+1,458	New	+$172K	0.07%	98
2021 Q1	–	Sell	-107	Closed	-$5K	–	313
2020 Q4	$5K	Buy	+107	New	+$4.79K	﹤0.01%	530

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

Safeguard Investment Advisory Group's GE Position: Q2 2026 in Review

Safeguard Investment Advisory Group reduced its GE Aerospace (GE) stake by 0.2% in Q2 2026, selling an estimated $939 and leaving 1,534 shares worth $573K. The position accounts for 0.13% of the portfolio, ranked #77.

Safeguard Investment Advisory Group first reported a position in GE in Q4 2020 and has held it in 11 quarters since. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Safeguard Investment Advisory Group held 1,534 shares of GE Aerospace worth $573K as of Q2 2026.
Safeguard Investment Advisory Group sold 3 GE Aerospace shares in Q2 2026, an estimated $939.
GE Aerospace made up 0.13% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #77 holding.
Safeguard Investment Advisory Group first reported a position in GE Aerospace in Q4 2020 and has held it in 11 quarters since.
3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.