SageGuard Financial Group’s GE Aerospace GE Stock Holding History

SageGuard Financial 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	$15.2M	Buy	40,741 +495	+1%	+$155K	2.14%	11
2026 Q1	$11.4M	Buy	40,246 +1,646	+4%	+$517K	1.77%	17
2025 Q4	$11.9M	Buy	+38,600	New	+$11.6M	1.89%	16
2021 Q2	–	Sell	-5,212	Closed	-$341K	–	145
2021 Q1	$341K	Buy	5,212 +1,273	+32%	+$77.1K	0.16%	97
2020 Q4	$211K	Buy	+3,939	New	+$176K	0.1%	115

Other funds holding GE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SageGuard Financial Group's GE Position: Q2 2026 in Review

SageGuard Financial Group increased its GE Aerospace (GE) stake by 1.2% in Q2 2026, buying an estimated $155K and bringing the position to 40,741 shares worth $15.2M. The position accounts for 2.14% of the portfolio, ranked #11.

SageGuard Financial Group first reported a position in GE in Q4 2020 and has held it in 5 quarters since. 2,190 funds tracked by Wall St. Rank hold GE as of Q2 2026.

SageGuard Financial Group held 40,741 shares of GE Aerospace worth $15.2M as of Q2 2026.
SageGuard Financial Group bought 495 GE Aerospace shares in Q2 2026, an estimated $155K.
GE Aerospace made up 2.14% of SageGuard Financial Group's portfolio in Q2 2026, its #11 holding.
SageGuard Financial Group first reported a position in GE Aerospace in Q4 2020 and has held it in 5 quarters since.
2,190 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.