Summit Financial Strategies’s GE Aerospace GE Stock Holding History

Summit Financial Strategies’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	$313K	Hold	837	–	–	0.02%	127
2026 Q1	$238K	Hold	837	–	–	0.02%	142
2025 Q4	$258K	Buy	837 +80	+11%	+$24.1K	0.02%	137
2025 Q3	$228K	Buy	+757	New	+$207K	0.02%	134
2024 Q4	–	Sell	-1,062	Closed	-$200K	–	149
2024 Q3	$200K	Buy	+1,062	New	+$180K	0.02%	142
2024 Q2	–	Sell	-1,442	Closed	-$202K	–	150
2024 Q1	$202K	Buy	+1,442	New	+$170K	0.03%	141
2018 Q4	–	Sell	-3,367	Closed	-$182K	–	60
2018 Q3	$182K	Sell	3,367 -83	-2%	-$5.12K	0.08%	59
2018 Q2	$225K	Sell	3,450 -54	-2%	-$3.6K	0.11%	52
2018 Q1	$226K	Buy	+3,504	New	+$260K	0.12%	45
2017 Q3	–	Sell	-1,698	Closed	-$220K	–	55
2017 Q2	$220K	Buy	1,698 +77	+5%	+$10.6K	0.13%	47
2017 Q1	$231K	Buy	1,621 +60	+4%	+$8.69K	0.17%	34
2016 Q4	$236K	Buy	1,561 +67	+4%	+$9.73K	0.16%	35
2016 Q3	$212K	Sell	1,494 -61	-4%	-$9.1K	0.15%	38
2016 Q2	$235K	Sell	1,555 -1,184	-43%	-$173K	0.17%	34
2016 Q1	$417K	Buy	+2,739	New	+$387K	0.31%	25

Other funds holding GE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) 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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Summit Financial Strategies's GE Position: Q2 2026 in Review

Summit Financial Strategies held its GE Aerospace (GE) position steady in Q2 2026 at 837 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #127.

Summit Financial Strategies first reported a position in GE in Q1 2016 and has held it in 15 quarters since. The position peaked at $417K in Q1 2016. 1,665 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Summit Financial Strategies held 837 shares of GE Aerospace worth $313K as of Q2 2026.
Summit Financial Strategies left its GE Aerospace share count unchanged in Q2 2026.
GE Aerospace made up 0.02% of Summit Financial Strategies's portfolio in Q2 2026, its #127 holding.
Summit Financial Strategies first reported a position in GE Aerospace in Q1 2016 and has held it in 15 quarters since.
Summit Financial Strategies's GE Aerospace position peaked at $417K in Q1 2016.
1,665 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

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