TriaGen Wealth Management’s GE Aerospace GE Stock Holding History

TriaGen Wealth Management’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	$783K	Sell	2,096 -39	-2%	-$12.2K	0.2%	109
2026 Q1	$606K	Sell	2,135 -3,409	-61%	-$1.07M	0.17%	108
2025 Q4	$1.71M	Sell	5,544 -54	-1%	-$16.3K	0.44%	56
2025 Q3	$1.68M	Buy	5,598 +5	+0.1%	+$1.37K	0.44%	69
2025 Q2	$1.44M	Buy	5,593 +23	+0.4%	+$5.05K	0.44%	67
2025 Q1	$1.11M	Sell	5,570 -38	-0.7%	-$7.48K	0.39%	66
2024 Q4	$935K	Buy	5,608 +37	+0.7%	+$6.6K	0.32%	70
2024 Q3	$1.05M	Buy	5,571 +488	+10%	+$82.7K	0.35%	70
2024 Q2	$808K	Sell	5,083 -2,157	-30%	-$344K	0.31%	76
2024 Q1	$1.01M	Sell	7,240 -299	-4%	-$35.2K	0.42%	60
2023 Q4	$768K	Buy	7,539 +199	+3%	+$18.4K	0.37%	69
2023 Q3	$648K	Buy	7,340 +2	+0%	+$180	0.33%	72
2023 Q2	$643K	Sell	7,338 -617	-8%	-$50K	0.29%	81
2023 Q1	$607K	Buy	7,955 +2,702	+51%	+$181K	0.31%	83
2022 Q4	$274K	Hold	5,253	–	–	0.15%	137
2022 Q3	$203K	Buy	5,253 +43	+0.8%	+$1.89K	0.11%	156
2022 Q2	$207K	Sell	5,210 -127	-2%	-$6.15K	0.15%	143
2022 Q1	$304K	Hold	5,337	–	–	0.16%	135
2021 Q4	$314K	Hold	5,337	–	–	0.16%	138
2021 Q3	$343K	Buy	5,337 +4,670	+700%	+$300K	0.19%	129
2021 Q2	$344K	Sell	667 -4,676	-88%	-$312K	0.18%	130
2021 Q1	$350K	Sell	5,343 -541	-9%	-$32.8K	0.2%	115
2020 Q4	$317K	Buy	+5,884	New	+$264K	0.19%	125

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

TriaGen Wealth Management's GE Position: Q2 2026 in Review

TriaGen Wealth Management reduced its GE Aerospace (GE) stake by 1.8% in Q2 2026, selling an estimated $12.2K and leaving 2,096 shares worth $783K. The position accounts for 0.2% of the portfolio, ranked #109.

TriaGen Wealth Management first reported a position in GE in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.71M in Q4 2025. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

TriaGen Wealth Management held 2,096 shares of GE Aerospace worth $783K as of Q2 2026.
TriaGen Wealth Management sold 39 GE Aerospace shares in Q2 2026, an estimated $12.2K.
GE Aerospace made up 0.2% of TriaGen Wealth Management's portfolio in Q2 2026, its #109 holding.
TriaGen Wealth Management first reported a position in GE Aerospace in Q4 2020 and has held it in 23 quarters since.
TriaGen Wealth Management's GE Aerospace position peaked at $1.71M in Q4 2025.
3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.