Tobias Financial Advisors’s GE Aerospace GE Stock Holding History

Tobias Financial Advisors’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	$223K	Buy	+596	New	+$187K	0.03%	139
2026 Q1	–	Sell	-663	Closed	-$204K	–	150
2025 Q4	$204K	Buy	+663	New	+$200K	0.03%	143
2020 Q1	–	Sell	-49	Closed	-$2K	–	133
2019 Q4	$2K	Buy	+49	New	+$2.53K	﹤0.01%	250

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 $3.38T AUM 44.17% 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

Tobias Financial Advisors's GE Position: Q2 2026 in Review

Tobias Financial Advisors opened a new position in GE Aerospace (GE) in Q2 2026: 596 shares worth $223K. The stake represents 0.03% of the portfolio and ranks #139 among its holdings. This is a return to the name: Tobias Financial Advisors previously reported a position in GE as recently as Q4 2025.

Tobias Financial Advisors first reported a position in GE in Q4 2019 and has held it in 3 quarters since. 3,458 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Tobias Financial Advisors held 596 shares of GE Aerospace worth $223K as of Q2 2026.
GE Aerospace was a new Tobias Financial Advisors position in Q2 2026.
GE Aerospace made up 0.03% of Tobias Financial Advisors's portfolio in Q2 2026, its #139 holding.
Tobias Financial Advisors first reported a position in GE Aerospace in Q4 2019 and has held it in 3 quarters since.
3,458 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.