Smith & Howard Wealth Management’s GE Aerospace GE Stock Holding History

Smith & Howard Wealth Management’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	$412K	Hold	1,103	–	–	0.08%	58
2026 Q1	$313K	Hold	1,103	–	–	0.07%	66
2025 Q4	$340K	Hold	1,103	–	–	0.08%	60
2025 Q3	$332K	Hold	1,103	–	–	0.08%	60
2025 Q2	$284K	Sell	1,103 -2	-0.2%	-$439	0.07%	63
2025 Q1	$221K	Buy	+1,105	New	+$217K	0.06%	76
2024 Q4	–	Sell	-1,105	Closed	-$208K	–	85
2024 Q3	$208K	Buy	+1,105	New	+$187K	0.06%	80
2021 Q1	–	Sell	-2,042	Closed	-$110K	–	65
2020 Q4	$110K	Hold	2,042	–	–	0.06%	64
2020 Q3	$63K	Hold	2,042	–	–	0.04%	64
2020 Q2	$70K	Buy	+2,042	New	+$68.9K	0.04%	65
2017 Q1	–	Sell	-1,356	Closed	-$205K	–	59
2016 Q4	$205K	Sell	1,356 -312	-19%	-$45.3K	0.11%	42
2016 Q3	$237K	Sell	1,668 -572	-26%	-$85.3K	0.12%	36
2016 Q2	$338K	Sell	2,240 -931	-29%	-$136K	0.16%	35
2016 Q1	$483K	Buy	3,171 +413	+15%	+$58.3K	0.2%	30
2015 Q4	$412K	Buy	2,758 +555	+25%	+$78.8K	0.2%	35
2015 Q3	$266K	Sell	2,203 -23	-1%	-$2.82K	0.13%	38
2015 Q2	$283K	Hold	2,226	–	–	0.12%	49
2015 Q1	$265K	Buy	+2,226	New	+$265K	0.11%	55
2014 Q1	–	Sell	-1,357	Closed	-$182K	–	102
2013 Q4	$182K	Sell	1,357 -300	-18%	-$37.8K	0.1%	37
2013 Q3	$190K	Hold	1,657	–	–	0.11%	35
2013 Q2	$184K	Buy	+1,657	New	+$183K	0.12%	37

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

Smith & Howard Wealth Management's GE Position: Q2 2026 in Review

Smith & Howard Wealth Management held its GE Aerospace (GE) position steady in Q2 2026 at 1,103 shares worth $412K. The position accounts for 0.08% of the portfolio, ranked #58.

Smith & Howard Wealth Management first reported a position in GE in Q2 2013 and has held it in 21 quarters since. The position peaked at $483K in Q1 2016. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Smith & Howard Wealth Management held 1,103 shares of GE Aerospace worth $412K as of Q2 2026.
Smith & Howard Wealth Management left its GE Aerospace share count unchanged in Q2 2026.
GE Aerospace made up 0.08% of Smith & Howard Wealth Management's portfolio in Q2 2026, its #58 holding.
Smith & Howard Wealth Management first reported a position in GE Aerospace in Q2 2013 and has held it in 21 quarters since.
Smith & Howard Wealth Management's GE Aerospace position peaked at $483K in Q1 2016.
3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.