SkyOak Wealth’s GE Aerospace GE Stock Holding History

SkyOak Wealth’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	–	Sell	-2,495	Closed	-$708K	–	262
2026 Q1	$708K	Sell	2,495 -268	-10%	-$84.2K	0.13%	101
2025 Q4	$851K	Sell	2,763 -120	-4%	-$36.1K	0.15%	93
2025 Q3	$867K	Sell	2,883 -205	-7%	-$56K	0.16%	87
2025 Q2	$795K	Buy	+3,088	New	+$678K	0.16%	91
2020 Q1	–	Sell	-8,855	Closed	-$493K	–	247
2019 Q4	$493K	Buy	+8,855	New	+$457K	0.15%	157

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

SkyOak Wealth's GE Position: Q2 2026 in Review

SkyOak Wealth sold out of GE Aerospace (GE) in Q2 2026, closing a stake of 2,495 shares — an estimated $708K sold.

SkyOak Wealth first reported a position in GE in Q4 2019 and held it in 5 quarters. The position peaked at $867K in Q3 2025. 3,437 funds tracked by Wall St. Rank hold GE as of Q2 2026.

SkyOak Wealth reported no remaining GE Aerospace position as of Q2 2026 after selling out during the quarter.
SkyOak Wealth sold 2,495 GE Aerospace shares in Q2 2026, an estimated $708K.
SkyOak Wealth first reported a position in GE Aerospace in Q4 2019 and held it in 5 quarters.
SkyOak Wealth's GE Aerospace position peaked at $867K in Q3 2025.
3,437 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.