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TrueWealth Advisors’s GE Aerospace GE Stock Holding History

TrueWealth 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 		$405K Sell
1,084
-72
-6% -$22.5K 0.09% 165
2026
Q1 		$328K Sell
1,156
-1,676
-59% -$527K 0.08% 190
2025
Q4 		$872K Sell
2,832
-276
-9% -$83.1K 0.23% 83
2025
Q3 		$935K Sell
3,108
-60
-2% -$16.4K 0.25% 72
2025
Q2 		$815K Sell
3,168
-309
-9% -$67.8K 0.24% 75
2025
Q1 		$696K Buy
3,477
+210
+6% +$41.3K 0.23% 79
2024
Q4 		$545K Buy
+3,267
New +$583K 0.18% 103

Other funds holding GE

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

TrueWealth Advisors's GE Position: Q2 2026 in Review

TrueWealth Advisors reduced its GE Aerospace (GE) stake by 6.2% in Q2 2026, selling an estimated $22.5K and leaving 1,084 shares worth $405K. The position accounts for 0.09% of the portfolio, ranked #165.

TrueWealth Advisors first reported a position in GE in Q4 2024 and has held it in 7 quarters since. The position peaked at $935K in Q3 2025. 1,131 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • TrueWealth Advisors held 1,084 shares of GE Aerospace worth $405K as of Q2 2026.
  • TrueWealth Advisors sold 72 GE Aerospace shares in Q2 2026, an estimated $22.5K.
  • GE Aerospace made up 0.09% of TrueWealth Advisors's portfolio in Q2 2026, its #165 holding.
  • TrueWealth Advisors first reported a position in GE Aerospace in Q4 2024 and has held it in 7 quarters since.
  • TrueWealth Advisors's GE Aerospace position peaked at $935K in Q3 2025.
  • 1,131 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.