Summit Financial Wealth Advisors’s GE Aerospace GE Stock Holding History

Summit Financial 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	$215K	Buy	+575	New	+$180K	0.03%	212
2019 Q1	–	Sell	-17,207	Closed	-$624K	–	138
2018 Q4	$624K	Sell	17,207 -35,437	-67%	-$1.6M	0.2%	71
2018 Q3	$3.06M	Buy	52,644 +49,674	+1,673%	+$3.06M	0.92%	36
2018 Q2	$192K	Sell	2,970 -440	-13%	-$29.3K	0.06%	131
2018 Q1	$220K	Buy	3,410 +238	+8%	+$17.6K	0.07%	129
2017 Q4	$265K	Sell	3,172 -262	-8%	-$25K	0.09%	111
2017 Q3	$398K	Sell	3,434 -9,786	-74%	-$1.18M	0.14%	95
2017 Q2	$1.71M	Sell	13,220 -6,096	-32%	-$836K	0.68%	45
2017 Q1	$2.76M	Buy	19,316 +1,723	+10%	+$249K	1.2%	27
2016 Q4	$2.66M	Sell	17,593 -2,898	-14%	-$421K	1.17%	29
2016 Q3	$2.91M	Sell	20,491 -1,187	-5%	-$177K	1.26%	28
2016 Q2	$3.27M	Sell	21,678 -166	-0.8%	-$24.2K	1.37%	25
2016 Q1	$3.33M	Buy	21,844 +948	+5%	+$134K	1.46%	22
2015 Q4	$3.12M	Buy	20,896 +4,185	+25%	+$594K	1.43%	24
2015 Q3	$2.02M	Buy	16,711 +13,166	+371%	+$1.61M	1.31%	26
2015 Q2	$451K	Buy	3,545 +167	+5%	+$21.7K	0.28%	59
2015 Q1	$441K	Buy	3,378 +1,273	+60%	+$152K	0.3%	49
2014 Q4	$255K	Buy	+2,105	New	+$259K	0.18%	60

Other funds holding GE

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Summit Financial Wealth Advisors's GE Position: Q2 2026 in Review

Summit Financial Wealth Advisors opened a new position in GE Aerospace (GE) in Q2 2026: 575 shares worth $215K. The stake represents 0.03% of the portfolio and ranks #212 among its holdings. This is a return to the name: Summit Financial Wealth Advisors previously reported a position in GE as recently as Q4 2018.

Summit Financial Wealth Advisors first reported a position in GE in Q4 2014 and has held it in 18 quarters since. The position peaked at $3.33M in Q1 2016. 799 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Summit Financial Wealth Advisors held 575 shares of GE Aerospace worth $215K as of Q2 2026.
GE Aerospace was a new Summit Financial Wealth Advisors position in Q2 2026.
GE Aerospace made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #212 holding.
Summit Financial Wealth Advisors first reported a position in GE Aerospace in Q4 2014 and has held it in 18 quarters since.
Summit Financial Wealth Advisors's GE Aerospace position peaked at $3.33M in Q1 2016.
799 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.