Sard Wealth Management Group’s GE Aerospace GE Stock Holding History

Sard Wealth Management 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	$245K	Buy	+655	New	+$205K	0.12%	54

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

Sard Wealth Management Group's GE Position: Q2 2026 in Review

Sard Wealth Management Group opened a new position in GE Aerospace (GE) in Q2 2026: 655 shares worth $245K. The stake represents 0.12% of the portfolio and ranks #54 among its holdings.

3,422 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Sard Wealth Management Group held 655 shares of GE Aerospace worth $245K as of Q2 2026.
GE Aerospace was a new Sard Wealth Management Group position in Q2 2026.
GE Aerospace made up 0.12% of Sard Wealth Management Group's portfolio in Q2 2026, its #54 holding.
3,422 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.