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Sovereign Financial Group’s GE Aerospace GE Stock Holding History

Sovereign Financial Group’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 		$1.19M Buy
3,183
+689
+28% +$216K 0.18% 95
2026
Q1 		$708K Buy
2,494
+34
+1% +$10.7K 0.12% 159
2025
Q4 		$758K Sell
2,460
-101
-4% -$30.4K 0.13% 142
2025
Q3 		$771K Buy
2,561
+114
+5% +$31.2K 0.14% 133
2025
Q2 		$630K Sell
2,447
-248
-9% -$54.4K 0.13% 143
2025
Q1 		$539K Sell
2,695
-5
-0.2% -$984 0.12% 149
2024
Q4 		$450K Buy
2,700
+30
+1% +$5.35K 0.1% 179
2024
Q3 		$504K Sell
2,670
-283
-10% -$47.9K 0.12% 163
2024
Q2 		$469K Sell
2,953
-723
-20% -$115K 0.12% 160
2024
Q1 		$515K Buy
3,676
+1,573
+75% +$185K 0.14% 149
2023
Q4 		$214K Buy
+2,103
New +$195K 0.07% 230
2023
Q3 		– Sell
-11,598
Closed -$1.02M – 240
2023
Q2 		$1.02M Buy
11,598
+13
+0.1% +$1.05K 0.33% 74
2023
Q1 		$884K Sell
11,585
-3,248
-22% -$217K 0.33% 81
2022
Q4 		$774K Sell
14,833
-2,804
-16% -$138K 0.31% 86
2022
Q3 		$680K Buy
17,637
+3,467
+24% +$152K 0.28% 86
2022
Q2 		$562K Sell
14,170
-359
-2% -$17.4K 0.22% 101
2022
Q1 		$828K Buy
+14,529
New +$867K 0.31% 82
2021
Q4 		– Sell
-3,372
Closed -$216K – 212
2021
Q3 		$216K Sell
3,372
-1,460
-30% -$93.9K 0.12% 155
2021
Q2 		$316K Hold
4,832
– – 0.19% 110
2021
Q1 		$316K Buy
4,832
+1,551
+47% +$93.9K 0.2% 109
2020
Q4 		$177K Buy
+3,281
New +$147K 0.13% 134

Other funds holding GE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sovereign Financial Group's GE Position: Q2 2026 in Review

Sovereign Financial Group increased its GE Aerospace (GE) stake by 28% in Q2 2026, buying an estimated $216K and bringing the position to 3,183 shares worth $1.19M. The position accounts for 0.18% of the portfolio, ranked #95.

Sovereign Financial Group first reported a position in GE in Q4 2020 and has held it in 21 quarters since. 3,437 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Sovereign Financial Group held 3,183 shares of GE Aerospace worth $1.19M as of Q2 2026.
  • Sovereign Financial Group bought 689 GE Aerospace shares in Q2 2026, an estimated $216K.
  • GE Aerospace made up 0.18% of Sovereign Financial Group's portfolio in Q2 2026, its #95 holding.
  • Sovereign Financial Group first reported a position in GE Aerospace in Q4 2020 and has held it in 21 quarters since.
  • 3,437 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.