Wallace Advisory Group’s GE Aerospace GE Stock Holding History

Wallace Advisory 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	$565K	Buy	1,511 +306	+25%	+$95.8K	0.53%	44
2026 Q1	$342K	Hold	1,205	–	–	0.37%	65
2025 Q4	$371K	Sell	1,205 -30	-2%	-$9.03K	0.39%	67
2025 Q3	$318K	Sell	1,235 -9	-0.7%	-$2.46K	0.26%	119
2025 Q2	$249K	Sell	1,244 -1	-0.1%	-$219	0.18%	153
2025 Q1	$208K	Buy	1,245 +10	+0.8%	+$1.97K	0.14%	174
2024 Q4	$233K	Buy	+1,235	New	+$220K	0.16%	159

Other funds holding GE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wallace Advisory Group's GE Position: Q2 2026 in Review

Wallace Advisory Group increased its GE Aerospace (GE) stake by 25% in Q2 2026, buying an estimated $95.8K and bringing the position to 1,511 shares worth $565K. The position accounts for 0.53% of the portfolio, ranked #44.

Wallace Advisory Group first reported a position in GE in Q4 2024 and has held it in 7 quarters since. 3,445 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Wallace Advisory Group held 1,511 shares of GE Aerospace worth $565K as of Q2 2026.
Wallace Advisory Group bought 306 GE Aerospace shares in Q2 2026, an estimated $95.8K.
GE Aerospace made up 0.53% of Wallace Advisory Group's portfolio in Q2 2026, its #44 holding.
Wallace Advisory Group first reported a position in GE Aerospace in Q4 2024 and has held it in 7 quarters since.
3,445 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.