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Strategic Financial Concepts’s GE Aerospace GE Stock Holding History

Strategic Financial Concepts’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 		$307K Sell
821
-134
-14% -$42K 0.09% 175
2026
Q1 		$271K Buy
+955
New +$300K 0.07% 229
2025
Q4 		– Sell
-1,242
Closed -$374K – 182
2025
Q3 		$374K Sell
1,242
-249
-17% -$68.1K 0.05% 172
2025
Q2 		$367K Sell
1,491
-40
-3% -$8.78K 0.05% 179
2025
Q1 		$303K Buy
1,531
+165
+12% +$32.5K 0.06% 238
2024
Q4 		$228K Buy
+1,366
New +$244K 0.04% 297
2024
Q3 		– Sell
-118,093
Closed -$98.7K – 415
2024
Q2 		$98.7K Buy
+118,093
New +$18.9M 0.06% 186
2023
Q4 		– Sell
-2,394
Closed -$211K – 187
2023
Q3 		$211K Buy
+2,394
New +$215K 0.07% 236

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

Strategic Financial Concepts's GE Position: Q2 2026 in Review

Strategic Financial Concepts reduced its GE Aerospace (GE) stake by 14% in Q2 2026, selling an estimated $42K and leaving 821 shares worth $307K. The position accounts for 0.09% of the portfolio, ranked #175.

Strategic Financial Concepts first reported a position in GE in Q3 2023 and has held it in 8 quarters since. The position peaked at $374K in Q3 2025. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Strategic Financial Concepts held 821 shares of GE Aerospace worth $307K as of Q2 2026.
  • Strategic Financial Concepts sold 134 GE Aerospace shares in Q2 2026, an estimated $42K.
  • GE Aerospace made up 0.09% of Strategic Financial Concepts's portfolio in Q2 2026, its #175 holding.
  • Strategic Financial Concepts first reported a position in GE Aerospace in Q3 2023 and has held it in 8 quarters since.
  • Strategic Financial Concepts's GE Aerospace position peaked at $374K in Q3 2025.
  • 3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.