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Valeo Financial Advisors’s GE Aerospace GE Stock Holding History

Valeo Financial 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
2024
Q3 		– Sell
-2,000
Closed -$318 – 717
2024
Q2 		$318 Buy
+2,000
New +$319K ﹤0.01% 665

Other funds holding GE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Valeo Financial Advisors's GE Position: Q2 2026 in Review

Valeo Financial Advisors reduced its GE Aerospace (GE) stake by 5.5% in Q2 2026, selling an estimated $256K and leaving 13,941 shares worth $5.21M. The position accounts for 0.11% of the portfolio, ranked #94.

Valeo Financial Advisors first reported a position in GE in Q3 2017 and has held it in 36 quarters since. The position peaked at $6.45M in Q4 2025. 1,821 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Valeo Financial Advisors held 13,941 shares of GE Aerospace worth $5.21M as of Q2 2026.
  • Valeo Financial Advisors sold 819 GE Aerospace shares in Q2 2026, an estimated $256K.
  • GE Aerospace made up 0.11% of Valeo Financial Advisors's portfolio in Q2 2026, its #94 holding.
  • Valeo Financial Advisors first reported a position in GE Aerospace in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's GE Aerospace position peaked at $6.45M in Q4 2025.
  • 1,821 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

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