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True Wealth Design’s GE Aerospace GE Stock Holding History

True Wealth Design’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 		$590K Sell
1,578
-42
-3% -$13.1K 0.14% 34
2026
Q1 		$460K Buy
1,620
+251
+18% +$78.9K 0.13% 37
2025
Q4 		$422K Buy
1,369
+9
+0.7% +$2.71K 0.12% 33
2025
Q3 		$409K Buy
1,360
+318
+31% +$86.9K 0.13% 31
2025
Q2 		$268K Buy
1,042
+352
+51% +$77.2K 0.09% 35
2025
Q1 		$138K Buy
690
+46
+7% +$9.05K 0.05% 57
2024
Q4 		$107K Buy
644
+532
+475% +$94.9K 0.04% 67
2024
Q3 		$21.1K Buy
112
+24
+27% +$4.07K 0.01% 318
2024
Q2 		$14K Buy
88
+14
+19% +$2.23K ﹤0.01% 228
2024
Q1 		$10.4K Hold
74
– – ﹤0.01% 242
2023
Q4 		$7.53K Hold
74
– – ﹤0.01% 243
2023
Q3 		$6.52K Hold
74
– – ﹤0.01% 219
2023
Q2 		$6.48K Sell
74
-94
-56% -$7.61K ﹤0.01% 235
2023
Q1 		$12.8K Sell
168
-47
-22% -$3.14K 0.01% 229
2022
Q4 		$11.2K Buy
+215
New +$10.6K 0.01% 212

Other funds holding GE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

True Wealth Design's GE Position: Q2 2026 in Review

True Wealth Design reduced its GE Aerospace (GE) stake by 2.6% in Q2 2026, selling an estimated $13.1K and leaving 1,578 shares worth $590K. The position accounts for 0.14% of the portfolio, ranked #34.

True Wealth Design first reported a position in GE in Q4 2022 and has held it in 15 quarters since. 657 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • True Wealth Design held 1,578 shares of GE Aerospace worth $590K as of Q2 2026.
  • True Wealth Design sold 42 GE Aerospace shares in Q2 2026, an estimated $13.1K.
  • GE Aerospace made up 0.14% of True Wealth Design's portfolio in Q2 2026, its #34 holding.
  • True Wealth Design first reported a position in GE Aerospace in Q4 2022 and has held it in 15 quarters since.
  • 657 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.