Synergy Asset Management’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.59M Buy
6,939
+4,752
+217% +$1.49M 0.24% 70
2026
Q1
$621K Sell
2,187
-184
-8% -$57.8K 0.07% 140
2025
Q4
$730K Sell
2,371
-40,167
-94% -$12.1M 0.08% 111
2025
Q3
$11.1M Buy
42,538
+23,435
+123% +$6.41M 0.4% 46
2025
Q2
$4.92M Sell
19,103
-6,162
-24% -$1.35M 0.56% 37
2025
Q1
$5.06M Sell
25,265
-22,965
-48% -$4.52M 0.64% 38
2024
Q4
$8.59M Buy
48,230
+25,170
+109% +$4.49M 0.66% 34
2024
Q3
$4.35M Buy
23,060
+14,911
+183% +$2.53M 0.66% 34
2024
Q2
$1.3M Buy
8,149
+5,553
+214% +$887K 0.2% 72
2024
Q1
$364K Buy
2,596
+11
+0.4% +$1.3K 0.06% 97
2023
Q4
$263K Hold
2,585
0.05% 118
2023
Q3
$228K Buy
2,585
+188
+8% +$16.9K 0.05% 116
2023
Q2
$210K Buy
+2,397
New +$194K 0.05% 83

Other funds holding GE

Synergy Asset Management's GE Position: Q2 2026 in Review

Synergy Asset Management increased its GE Aerospace (GE) stake by 217% in Q2 2026, buying an estimated $1.49M and bringing the position to 6,939 shares worth $2.59M. The position accounts for 0.24% of the portfolio, ranked #70.

Synergy Asset Management first reported a position in GE in Q2 2023 and has held it in 13 quarters since. The position peaked at $11.1M in Q3 2025. 3,437 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Synergy Asset Management held 6,939 shares of GE Aerospace worth $2.59M as of Q2 2026.
  • Synergy Asset Management bought 4,752 GE Aerospace shares in Q2 2026, an estimated $1.49M.
  • GE Aerospace made up 0.24% of Synergy Asset Management's portfolio in Q2 2026, its #70 holding.
  • Synergy Asset Management first reported a position in GE Aerospace in Q2 2023 and has held it in 13 quarters since.
  • Synergy Asset Management's GE Aerospace position peaked at $11.1M in Q3 2025.
  • 3,437 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.