Symphony Financial’s GE Aerospace GE Stock Holding History

Symphony Financial’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	$3.77M	Sell	10,078 -1,822	-15%	-$570K	0.41%	55
2026 Q1	$3.34M	Buy	11,900 +1,274	+12%	+$400K	0.44%	57
2025 Q4	$3.31M	Buy	10,626 +3,092	+41%	+$931K	0.44%	57
2025 Q3	$2.25M	Buy	7,534 +3,354	+80%	+$917K	0.27%	76
2025 Q2	$818K	Buy	+4,180	New	+$917K	0.11%	119
2025 Q1	–	Sell	-2,390	Closed	-$448K	–	143
2024 Q4	$448K	Buy	2,390 +375	+19%	+$66.9K	0.07%	143
2024 Q3	$374K	Buy	2,015 +513	+34%	+$86.9K	0.06%	161
2024 Q2	$241K	Buy	+1,502	New	+$240K	0.04%	188
2020 Q3	–	Sell	-12,040	Closed	-$410K	–	147
2020 Q2	$410K	Sell	12,040 -530	-4%	-$17.9K	0.2%	90
2020 Q1	$494K	Buy	+12,570	New	+$670K	0.34%	50

Other funds holding GE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Symphony Financial's GE Position: Q2 2026 in Review

Symphony Financial reduced its GE Aerospace (GE) stake by 15% in Q2 2026, selling an estimated $570K and leaving 10,078 shares worth $3.77M. The position accounts for 0.41% of the portfolio, ranked #55.

Symphony Financial first reported a position in GE in Q1 2020 and has held it in 10 quarters since. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Symphony Financial held 10,078 shares of GE Aerospace worth $3.77M as of Q2 2026.
Symphony Financial sold 1,822 GE Aerospace shares in Q2 2026, an estimated $570K.
GE Aerospace made up 0.41% of Symphony Financial's portfolio in Q2 2026, its #55 holding.
Symphony Financial first reported a position in GE Aerospace in Q1 2020 and has held it in 10 quarters since.
3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.