USA Financial Formulas’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-3
Closed -$851 460
2026
Q1
$851 Sell
3
-2,250
-100% -$707K ﹤0.01% 343
2025
Q4
$694K Buy
+2,253
New +$678K 0.13% 54
2024
Q4
Sell
-6,739
Closed -$1.27M 322
2024
Q3
$1.27M Sell
6,739
-132
-2% -$22.4K 0.2% 45
2024
Q2
$1.09M Sell
6,871
-2,937
-30% -$469K 0.18% 50
2024
Q1
$1.37M Sell
9,808
-2,897
-23% -$341K 0.22% 36
2023
Q4
$1.29M Buy
12,705
+12,652
+23,872% +$1.17M 0.23% 48
2023
Q3
$4.64K Sell
53
-2,048
-97% -$184K 0.01% 253
2023
Q2
$184K Buy
2,101
+2,096
+41,920% +$170K 0.28% 64
2023
Q1
$382 Buy
+5
New +$335 ﹤0.01% 388
2022
Q3
$0 Hold
6
﹤0.01% 347
2022
Q2
$0 Hold
6
﹤0.01% 375
2022
Q1
$0 Hold
6
﹤0.01% 401
2021
Q4
$0 Hold
6
﹤0.01% 420
2021
Q3
$0 Sell
6
-23
-79% -$1.48K ﹤0.01% 431
2021
Q2
$2K Sell
29
-1,157
-98% -$77.2K ﹤0.01% 304
2021
Q1
$78K Buy
+1,186
New +$71.8K 0.06% 181
2020
Q2
Sell
-3,740
Closed -$148K 269
2020
Q1
$148K Buy
+3,740
New +$199K 0.09% 112
2016
Q2
Sell
-115,950
Closed -$17.7M 213
2016
Q1
$17.7M Buy
+115,950
New +$16.4M 5.62% 2

Other funds holding GE

USA Financial Formulas's GE Position: Q2 2026 in Review

USA Financial Formulas sold out of GE Aerospace (GE) in Q2 2026, closing a stake of 3 shares — an estimated $851 sold.

USA Financial Formulas first reported a position in GE in Q1 2016 and held it in 18 quarters. The position peaked at $17.7M in Q1 2016. 3,422 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • USA Financial Formulas reported no remaining GE Aerospace position as of Q2 2026 after selling out during the quarter.
  • USA Financial Formulas sold 3 GE Aerospace shares in Q2 2026, an estimated $851.
  • USA Financial Formulas first reported a position in GE Aerospace in Q1 2016 and held it in 18 quarters.
  • USA Financial Formulas's GE Aerospace position peaked at $17.7M in Q1 2016.
  • 3,422 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.