Synergy Investment 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
$213K Buy
581
+182
+46% +$57K 0.05% 166
2026
Q1
$113K Buy
+399
New +$125K 0.04% 185
2025
Q2
Sell
-278
Closed -$55.6K 274
2025
Q1
$55.6K Sell
278
-42
-13% -$8.26K 0.02% 221
2024
Q4
$53.2K Buy
+320
New +$57.1K 0.02% 231

Other funds holding GE

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

Synergy Investment Management increased its GE Aerospace (GE) stake by 46% in Q2 2026, buying an estimated $57K and bringing the position to 581 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #166.

Synergy Investment Management first reported a position in GE in Q4 2024 and has held it in 4 quarters since. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Synergy Investment Management held 581 shares of GE Aerospace worth $213K as of Q2 2026.
  • Synergy Investment Management bought 182 GE Aerospace shares in Q2 2026, an estimated $57K.
  • GE Aerospace made up 0.05% of Synergy Investment Management's portfolio in Q2 2026, its #166 holding.
  • Synergy Investment Management first reported a position in GE Aerospace in Q4 2024 and has held it in 4 quarters since.
  • 3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.