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Swisher Financial Concepts’s GE Aerospace GE Stock Holding History

Swisher Financial Concepts’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 		$554K Sell
1,483
-1,369
-48% -$429K 0.35% 33
2026
Q1 		$809K Buy
2,852
+12
+0.4% +$3.77K 0.45% 35
2025
Q4 		$875K Hold
2,840
– – 0.5% 31
2025
Q3 		$854K Hold
2,840
– – 0.51% 30
2025
Q2 		$731K Buy
2,840
+1,552
+120% +$341K 0.47% 38
2025
Q1 		$258K Buy
+1,288
New +$253K 0.21% 62
2024
Q4 		– Sell
-1,235
Closed -$228K – 72
2024
Q3 		$228K Buy
+1,235
New +$209K 0.14% 81

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 $3.38T AUM 44.17% 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

Swisher Financial Concepts's GE Position: Q2 2026 in Review

Swisher Financial Concepts reduced its GE Aerospace (GE) stake by 48% in Q2 2026, selling an estimated $429K and leaving 1,483 shares worth $554K. The position accounts for 0.35% of the portfolio, ranked #33.

Swisher Financial Concepts first reported a position in GE in Q3 2024 and has held it in 7 quarters since. The position peaked at $875K in Q4 2025. 3,458 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Swisher Financial Concepts held 1,483 shares of GE Aerospace worth $554K as of Q2 2026.
  • Swisher Financial Concepts sold 1,369 GE Aerospace shares in Q2 2026, an estimated $429K.
  • GE Aerospace made up 0.35% of Swisher Financial Concepts's portfolio in Q2 2026, its #33 holding.
  • Swisher Financial Concepts first reported a position in GE Aerospace in Q3 2024 and has held it in 7 quarters since.
  • Swisher Financial Concepts's GE Aerospace position peaked at $875K in Q4 2025.
  • 3,458 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.