Sax 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
$3.01M Buy
10,622
+2,321
+28% +$727K 0.12% 119
2026
Q1
$2.56M Hold
8,301
0.12% 104
2025
Q4
$2.56M Sell
8,301
-211
-2% -$63.5K 0.12% 106
2025
Q3
$2.56M Buy
8,512
+1,016
+14% +$278K 0.14% 96
2025
Q2
$1.93M Buy
7,496
+112
+2% +$24.6K 0.12% 104
2025
Q1
$1.48M Buy
7,384
+1,190
+19% +$234K 0.11% 107
2024
Q4
$1.03M Buy
6,194
+966
+18% +$172K 0.08% 121
2024
Q3
$986K Buy
5,228
+879
+20% +$149K 0.09% 90
2024
Q2
$691K Buy
+4,349
New +$694K 0.07% 117

Other funds holding GE

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

Sax Wealth Advisors increased its GE Aerospace (GE) stake by 28% in Q2 2026, buying an estimated $727K and bringing the position to 10,622 shares worth $3.01M. The position accounts for 0.12% of the portfolio, ranked #119.

Sax Wealth Advisors first reported a position in GE in Q2 2024 and has held it in 9 quarters since. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Sax Wealth Advisors held 10,622 shares of GE Aerospace worth $3.01M as of Q2 2026.
  • Sax Wealth Advisors bought 2,321 GE Aerospace shares in Q2 2026, an estimated $727K.
  • GE Aerospace made up 0.12% of Sax Wealth Advisors's portfolio in Q2 2026, its #119 holding.
  • Sax Wealth Advisors first reported a position in GE Aerospace in Q2 2024 and has held it in 9 quarters since.
  • 3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.