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Strategic Wealth Partners’s GE Aerospace GE Stock Holding History

Strategic Wealth Partners’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 		$736K Sell
1,969
-72
-4% -$22.5K 0.05% 166
2026
Q1 		$579K Sell
2,041
-92
-4% -$28.9K 0.04% 188
2025
Q4 		$657K Buy
2,133
+734
+52% +$221K 0.05% 181
2025
Q3 		$421K Sell
1,399
-47
-3% -$12.8K 0.03% 247
2025
Q2 		$372K Buy
+1,446
New +$317K 0.03% 250
2024
Q4 		$298K Buy
1,428
+96
+7% +$17.1K 0.02% 262
2024
Q3 		$251K Buy
+1,332
New +$226K 0.02% 272
2024
Q2 		– Sell
-1,446
Closed -$203K – 297
2024
Q1 		$203K Buy
+1,446
New +$170K 0.02% 271
2019
Q4 		– Sell
-1,981
Closed -$531 – 267
2019
Q3 		$531 Buy
1,981
+1,054
+114% +$49.5K ﹤0.01% 222
2019
Q2 		$48K Sell
927
-336
-27% -$16.5K 0.02% 235
2019
Q1 		$63K Sell
1,263
-220
-15% -$10.4K 0.03% 213
2018
Q4 		$64K Sell
1,483
-774
-34% -$34.9K 0.03% 209
2018
Q3 		$122K Sell
2,257
-618
-21% -$38.1K 0.07% 162
2018
Q2 		$188K Sell
2,875
-9,339
-76% -$623K 0.11% 138
2018
Q1 		$789K Sell
12,214
-1,449
-11% -$107K 0.41% 88
2017
Q4 		$1.31M Buy
+13,663
New +$1.3M 0.73% 38

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 Wealth Partners's GE Position: Q2 2026 in Review

Strategic Wealth Partners reduced its GE Aerospace (GE) stake by 3.5% in Q2 2026, selling an estimated $22.5K and leaving 1,969 shares worth $736K. The position accounts for 0.05% of the portfolio, ranked #166.

Strategic Wealth Partners first reported a position in GE in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.31M in Q4 2017. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Strategic Wealth Partners held 1,969 shares of GE Aerospace worth $736K as of Q2 2026.
  • Strategic Wealth Partners sold 72 GE Aerospace shares in Q2 2026, an estimated $22.5K.
  • GE Aerospace made up 0.05% of Strategic Wealth Partners's portfolio in Q2 2026, its #166 holding.
  • Strategic Wealth Partners first reported a position in GE Aerospace in Q4 2017 and has held it in 16 quarters since.
  • Strategic Wealth Partners's GE Aerospace position peaked at $1.31M in Q4 2017.
  • 3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.