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Summit Wealth Group’s GE Aerospace GE Stock Holding History

Summit Wealth Group’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 		$704K Hold
1,885
– – 0.14% 64
2026
Q1 		$535K Sell
1,885
-41
-2% -$12.9K 0.12% 70
2025
Q4 		$593K Buy
1,926
+105
+6% +$31.6K 0.14% 65
2025
Q3 		$548K Sell
1,821
-28
-2% -$7.65K 0.13% 65
2025
Q2 		$476K Buy
1,849
+112
+6% +$24.6K 0.12% 63
2025
Q1 		$348K Buy
1,737
+199
+13% +$39.2K 0.1% 73
2024
Q4 		$257K Hold
1,538
– – 0.07% 85
2024
Q3 		$290K Sell
1,538
-5
-0.3% -$847 0.08% 77
2024
Q2 		$245K Buy
+1,543
New +$246K 0.07% 85
2023
Q2 		– Sell
-188,186
Closed -$2K – 148
2023
Q1 		$2K Buy
+188,186
New +$12.6M 0.05% 87

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

Summit Wealth Group's GE Position: Q2 2026 in Review

Summit Wealth Group held its GE Aerospace (GE) position steady in Q2 2026 at 1,885 shares worth $704K. The position accounts for 0.14% of the portfolio, ranked #64.

Summit Wealth Group first reported a position in GE in Q1 2023 and has held it in 10 quarters since. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Summit Wealth Group held 1,885 shares of GE Aerospace worth $704K as of Q2 2026.
  • Summit Wealth Group left its GE Aerospace share count unchanged in Q2 2026.
  • GE Aerospace made up 0.14% of Summit Wealth Group's portfolio in Q2 2026, its #64 holding.
  • Summit Wealth Group first reported a position in GE Aerospace in Q1 2023 and has held it in 10 quarters since.
  • 3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.