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Soltis Investment Advisors’s GE Aerospace GE Stock Holding History

Soltis Investment 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 		$4.89M Buy
13,083
+854
+7% +$267K 0.27% 98
2026
Q1 		$3.47M Buy
12,229
+646
+6% +$203K 0.22% 110
2025
Q4 		$3.57M Buy
11,583
+260
+2% +$78.3K 0.24% 101
2025
Q3 		$3.41M Buy
11,323
+640
+6% +$175K 0.24% 101
2025
Q2 		$2.75M Buy
10,683
+738
+7% +$162K 0.22% 110
2025
Q1 		$1.99M Sell
9,945
-221
-2% -$43.5K 0.18% 124
2024
Q4 		$1.7M Sell
10,166
-18,035
-64% -$3.22M 0.16% 135
2024
Q3 		$5.32M Buy
28,201
+20,575
+270% +$3.49M 0.52% 59
2024
Q2 		$1.21M Sell
7,626
-1,503
-16% -$240K 0.13% 142
2024
Q1 		$1.28M Sell
9,129
-54
-0.6% -$6.36K 0.14% 141
2023
Q4 		$935K Buy
9,183
+199
+2% +$18.4K 0.11% 145
2023
Q3 		$793K Buy
8,984
+30
+0.3% +$2.7K 0.1% 138
2023
Q2 		$785K Buy
8,954
+623
+7% +$50.5K 0.09% 140
2023
Q1 		$636K Sell
8,331
-2,397
-22% -$160K 0.08% 153
2022
Q4 		$560K Sell
10,728
-2,440
-19% -$120K 0.07% 160
2022
Q3 		$508K Buy
13,168
+544
+4% +$23.9K 0.08% 159
2022
Q2 		$501K Buy
12,624
+324
+3% +$15.7K 0.07% 161
2022
Q1 		$701K Sell
12,300
-32,235
-72% -$1.92M 0.1% 145
2021
Q4 		$2.62M Buy
44,535
+28,550
+179% +$1.79M 0.37% 58
2021
Q3 		$1.03M Buy
15,985
+3,720
+30% +$239K 0.16% 118
2021
Q2 		$823K Buy
12,265
+1,014
+9% +$67.7K 0.13% 126
2021
Q1 		$736K Sell
11,251
-25
-0.2% -$1.51K 0.13% 117
2020
Q4 		$607K Buy
11,276
+165
+1% +$7.39K 0.11% 128
2020
Q3 		$345K Buy
11,111
+1,274
+13% +$41.4K 0.08% 153
2020
Q2 		$335K Sell
9,837
-71
-0.7% -$2.39K 0.09% 142
2020
Q1 		$392K Sell
9,908
-120
-1% -$6.4K 0.12% 93
2019
Q4 		$558K Buy
+10,028
New +$518K 0.11% 81

Other funds holding GE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Soltis Investment Advisors's GE Position: Q2 2026 in Review

Soltis Investment Advisors increased its GE Aerospace (GE) stake by 7% in Q2 2026, buying an estimated $267K and bringing the position to 13,083 shares worth $4.89M. The position accounts for 0.27% of the portfolio, ranked #98.

Soltis Investment Advisors first reported a position in GE in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.32M in Q3 2024. 1,637 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Soltis Investment Advisors held 13,083 shares of GE Aerospace worth $4.89M as of Q2 2026.
  • Soltis Investment Advisors bought 854 GE Aerospace shares in Q2 2026, an estimated $267K.
  • GE Aerospace made up 0.27% of Soltis Investment Advisors's portfolio in Q2 2026, its #98 holding.
  • Soltis Investment Advisors first reported a position in GE Aerospace in Q4 2019 and has held it in 27 quarters since.
  • Soltis Investment Advisors's GE Aerospace position peaked at $5.32M in Q3 2024.
  • 1,637 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.