SFMG Wealth Advisors’s GE Aerospace GE Stock Holding History

SFMG Wealth Advisors’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
2021 Q4	–	Sell	-1,605	Closed	-$1K	–	298
2021 Q3	$1K	Buy	1,605 +1,404	+699%	+$90.3K	﹤0.01%	259
2021 Q2	$2K	Hold	201	–	–	﹤0.01%	263
2021 Q1	$2K	Hold	201	–	–	﹤0.01%	240
2020 Q4	$2K	Buy	+201	New	+$9.01K	﹤0.01%	229
2018 Q2	–	Sell	-1,022	Closed	-$4K	–	157
2018 Q1	$4K	Buy	+1,022	New	+$75.7K	﹤0.01%	155

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

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

SFMG Wealth Advisors increased its GE Aerospace (GE) stake by 5.1% in Q2 2026, buying an estimated $41.3K and bringing the position to 2,710 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #126.

SFMG Wealth Advisors first reported a position in GE in Q2 2013 and has held it in 50 quarters since. The position peaked at $3.13M in Q1 2015. 3,453 funds tracked by Wall St. Rank hold GE as of Q2 2026.

SFMG Wealth Advisors held 2,710 shares of GE Aerospace worth $1.01M as of Q2 2026.
SFMG Wealth Advisors bought 132 GE Aerospace shares in Q2 2026, an estimated $41.3K.
GE Aerospace made up 0.06% of SFMG Wealth Advisors's portfolio in Q2 2026, its #126 holding.
SFMG Wealth Advisors first reported a position in GE Aerospace in Q2 2013 and has held it in 50 quarters since.
SFMG Wealth Advisors's GE Aerospace position peaked at $3.13M in Q1 2015.
3,453 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.