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SOA Wealth Advisors’s GE Aerospace GE Stock Holding History

SOA 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
2026
Q2 		$384K Sell
1,026
-36
-3% -$11.3K 0.06% 147
2026
Q1 		$301K Buy
1,062
+177
+20% +$55.6K 0.06% 157
2025
Q4 		$273K Sell
885
-27
-3% -$8.13K 0.05% 169
2025
Q3 		$274K Buy
912
+98
+12% +$26.8K 0.05% 171
2025
Q2 		$209K Buy
814
+36
+5% +$7.9K 0.04% 192
2025
Q1 		$156K Hold
778
– – 0.03% 212
2024
Q4 		$130K Buy
778
+3
+0.4% +$535 0.02% 225
2024
Q3 		$146K Sell
775
-18
-2% -$3.05K 0.03% 213
2024
Q2 		$126K Sell
793
-207
-21% -$33K 0.03% 222
2024
Q1 		$140K Hold
1,000
– – 0.03% 214
2023
Q4 		$102K Sell
1,000
-32
-3% -$2.96K 0.02% 233
2023
Q3 		$91.1K Sell
1,032
-629
-38% -$56.5K 0.02% 234
2023
Q2 		$146K Sell
1,661
-162
-9% -$13.1K 0.03% 193
2023
Q1 		$139K Sell
1,823
-467
-20% -$31.2K 0.03% 194
2022
Q4 		$120K Buy
2,290
+783
+52% +$38.5K 0.03% 205
2022
Q3 		$58K Hold
1,507
– – 0.02% 245
2022
Q2 		$59K Sell
1,507
-3
-0.2% -$145 0.02% 248
2022
Q1 		$86K Hold
1,510
– – 0.02% 246
2021
Q4 		$89K Hold
1,510
– – 0.02% 231
2021
Q3 		$96K Sell
1,510
-13
-0.9% -$836 0.02% 222
2021
Q2 		$102K Sell
1,523
-8
-0.5% -$534 0.03% 212
2021
Q1 		$100K Sell
1,531
-92
-6% -$5.57K 0.03% 193
2020
Q4 		$92K Buy
+1,623
New +$72.7K 0.03% 201

Other funds holding GE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

SOA Wealth Advisors reduced its GE Aerospace (GE) stake by 3.4% in Q2 2026, selling an estimated $11.3K and leaving 1,026 shares worth $384K. The position accounts for 0.06% of the portfolio, ranked #147.

SOA Wealth Advisors first reported a position in GE in Q4 2020 and has held it in 23 quarters since. 799 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • SOA Wealth Advisors held 1,026 shares of GE Aerospace worth $384K as of Q2 2026.
  • SOA Wealth Advisors sold 36 GE Aerospace shares in Q2 2026, an estimated $11.3K.
  • GE Aerospace made up 0.06% of SOA Wealth Advisors's portfolio in Q2 2026, its #147 holding.
  • SOA Wealth Advisors first reported a position in GE Aerospace in Q4 2020 and has held it in 23 quarters since.
  • 799 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.