Simplicity Wealth’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
$2.58M Buy
6,901
+2,187
+46% +$685K 0.09% 228
2026
Q1
$1.34M Buy
4,714
+441
+10% +$139K 0.08% 242
2025
Q4
$1.32M Sell
4,273
-1,089
-20% -$328K 0.08% 237
2025
Q3
$1.61M Sell
5,362
-1,234
-19% -$337K 0.09% 215
2025
Q2
$1.7M Buy
6,596
+3,826
+138% +$840K 0.07% 236
2025
Q1
$555K Buy
+2,770
New +$545K 0.04% 327
2024
Q4
Sell
-1,589
Closed -$300K 413
2024
Q3
$300K Sell
1,589
-29,353
-95% -$4.97M 0.03% 390
2024
Q2
$4.92M Sell
30,942
-4,612
-13% -$736K 0.11% 184
2024
Q1
$4.98M Buy
+35,554
New +$4.19M 0.12% 175

Other funds holding GE

Simplicity Wealth's GE Position: Q2 2026 in Review

Simplicity Wealth increased its GE Aerospace (GE) stake by 46% in Q2 2026, buying an estimated $685K and bringing the position to 6,901 shares worth $2.58M. The position accounts for 0.09% of the portfolio, ranked #228.

Simplicity Wealth first reported a position in GE in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.98M in Q1 2024. 3,445 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Simplicity Wealth held 6,901 shares of GE Aerospace worth $2.58M as of Q2 2026.
  • Simplicity Wealth bought 2,187 GE Aerospace shares in Q2 2026, an estimated $685K.
  • GE Aerospace made up 0.09% of Simplicity Wealth's portfolio in Q2 2026, its #228 holding.
  • Simplicity Wealth first reported a position in GE Aerospace in Q1 2024 and has held it in 9 quarters since.
  • Simplicity Wealth's GE Aerospace position peaked at $4.98M in Q1 2024.
  • 3,445 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.