UAG
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United Advisor Group’s GE Aerospace GE Stock Holding History

United Advisor Group’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 		$1.25M Buy
3,338
+115
+4% +$36K 0.13% 178
2026
Q1 		$915K Buy
3,223
+108
+3% +$33.9K 0.11% 200
2025
Q4 		$960K Buy
3,115
+16
+0.5% +$4.82K 0.12% 186
2025
Q3 		$933K Buy
3,099
+863
+39% +$236K 0.13% 171
2025
Q2 		$576K Buy
2,236
+764
+52% +$168K 0.1% 201
2025
Q1 		$295K Sell
1,472
-446
-23% -$87.8K 0.06% 275
2024
Q4 		$320K Buy
1,918
+307
+19% +$54.8K 0.06% 284
2024
Q3 		$304K Buy
+1,611
New +$273K 0.07% 280

Other funds holding GE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

United Advisor Group's GE Position: Q2 2026 in Review

United Advisor Group increased its GE Aerospace (GE) stake by 3.6% in Q2 2026, buying an estimated $36K and bringing the position to 3,338 shares worth $1.25M. The position accounts for 0.13% of the portfolio, ranked #178.

United Advisor Group first reported a position in GE in Q3 2024 and has held it in 8 quarters since. 3,437 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • United Advisor Group held 3,338 shares of GE Aerospace worth $1.25M as of Q2 2026.
  • United Advisor Group bought 115 GE Aerospace shares in Q2 2026, an estimated $36K.
  • GE Aerospace made up 0.13% of United Advisor Group's portfolio in Q2 2026, its #178 holding.
  • United Advisor Group first reported a position in GE Aerospace in Q3 2024 and has held it in 8 quarters since.
  • 3,437 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.