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Strata Wealth Advisors’s GE Aerospace GE Stock Holding History

Strata 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 		$329K Buy
880
+97
+12% +$30.4K 0.08% 73
2026
Q1 		$222K Buy
783
+14
+2% +$4.4K 0.06% 83
2025
Q4 		$237K Sell
769
-170
-18% -$51.2K 0.07% 80
2025
Q3 		$282K Hold
939
– – 0.07% 83
2025
Q2 		$242K Buy
+939
New +$206K 0.07% 72

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

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

Strata Wealth Advisors increased its GE Aerospace (GE) stake by 12% in Q2 2026, buying an estimated $30.4K and bringing the position to 880 shares worth $329K. The position accounts for 0.08% of the portfolio, ranked #73.

Strata Wealth Advisors first reported a position in GE in Q2 2025 and has held it in 5 quarters since. 3,445 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Strata Wealth Advisors held 880 shares of GE Aerospace worth $329K as of Q2 2026.
  • Strata Wealth Advisors bought 97 GE Aerospace shares in Q2 2026, an estimated $30.4K.
  • GE Aerospace made up 0.08% of Strata Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • Strata Wealth Advisors first reported a position in GE Aerospace in Q2 2025 and has held it in 5 quarters since.
  • 3,445 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.