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Summit Wealth Partners’s GE Aerospace GE Stock Holding History

Summit 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 		$329K Hold
881
– – 0.05% 218
2026
Q1 		$250K Buy
881
+134
+18% +$42.1K 0.04% 237
2025
Q4 		$230K Sell
747
-3
-0.4% -$903 0.04% 190
2025
Q3 		$226K Buy
+750
New +$205K 0.04% 202

Other funds holding GE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

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

Summit Wealth Partners held its GE Aerospace (GE) position steady in Q2 2026 at 881 shares worth $329K. The position accounts for 0.05% of the portfolio, ranked #218.

Summit Wealth Partners first reported a position in GE in Q3 2025 and has held it in 4 quarters since. 1,821 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Summit Wealth Partners held 881 shares of GE Aerospace worth $329K as of Q2 2026.
  • Summit Wealth Partners left its GE Aerospace share count unchanged in Q2 2026.
  • GE Aerospace made up 0.05% of Summit Wealth Partners's portfolio in Q2 2026, its #218 holding.
  • Summit Wealth Partners first reported a position in GE Aerospace in Q3 2025 and has held it in 4 quarters since.
  • 1,821 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.