WE
GE icon

Wealth Effects’s GE Aerospace GE Stock Holding History

Wealth Effects’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 		$1.31M Buy
3,498
+8
+0.2% +$2.5K 0.35% 56
2026
Q1 		$990K Buy
3,490
+439
+14% +$138K 0.35% 61
2025
Q4 		$940K Buy
3,051
+900
+42% +$271K 0.29% 60
2025
Q3 		$647K Sell
2,151
-125
-5% -$34.2K 0.21% 92
2025
Q2 		$586K Buy
2,276
+452
+25% +$99.2K 0.22% 87
2025
Q1 		$365K Sell
1,824
-450
-20% -$88.5K 0.15% 121
2024
Q4 		$379K Sell
2,274
-24
-1% -$4.28K 0.13% 136
2024
Q3 		$433K Buy
2,298
+187
+9% +$31.7K 0.15% 120
2024
Q2 		$336K Sell
2,111
-503
-19% -$80.3K 0.12% 138
2024
Q1 		$366K Sell
2,614
-6
-0.2% -$707 0.14% 132
2023
Q4 		$267K Buy
+2,620
New +$243K 0.1% 169
2023
Q3 		– Sell
-2,626
Closed -$230K – 201
2023
Q2 		$230K Sell
2,626
-235
-8% -$19K 0.1% 160
2023
Q1 		$218K Buy
+2,861
New +$191K 0.11% 166
2022
Q2 		– Sell
-4,753
Closed -$271K – 201
2022
Q1 		$271K Sell
4,753
-401
-8% -$23.9K 0.13% 151
2021
Q4 		$303K Buy
+5,154
New +$324K 0.13% 147

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

Wealth Effects's GE Position: Q2 2026 in Review

Wealth Effects increased its GE Aerospace (GE) stake by 0.23% in Q2 2026, buying an estimated $2.5K and bringing the position to 3,498 shares worth $1.31M. The position accounts for 0.35% of the portfolio, ranked #56.

Wealth Effects first reported a position in GE in Q4 2021 and has held it in 15 quarters since. 3,445 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Wealth Effects held 3,498 shares of GE Aerospace worth $1.31M as of Q2 2026.
  • Wealth Effects bought 8 GE Aerospace shares in Q2 2026, an estimated $2.5K.
  • GE Aerospace made up 0.35% of Wealth Effects's portfolio in Q2 2026, its #56 holding.
  • Wealth Effects first reported a position in GE Aerospace in Q4 2021 and has held it in 15 quarters since.
  • 3,445 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.