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Wealth Forward LLC’s GE Aerospace GE Stock Holding History

Wealth Forward LLC’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 		$207K Buy
+554
New +$173K 0.1% 49
2025
Q4 		– Sell
-740
Closed -$223K – 44
2025
Q3 		$223K Buy
+740
New +$202K 0.13% 41

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 Forward LLC's GE Position: Q2 2026 in Review

Wealth Forward LLC opened a new position in GE Aerospace (GE) in Q2 2026: 554 shares worth $207K. The stake represents 0.1% of the portfolio and ranks #49 among its holdings. This is a return to the name: Wealth Forward LLC previously reported a position in GE as recently as Q3 2025.

Wealth Forward LLC first reported a position in GE in Q3 2025 and has held it in 2 quarters since. The position peaked at $223K in Q3 2025. 3,437 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Wealth Forward LLC held 554 shares of GE Aerospace worth $207K as of Q2 2026.
  • GE Aerospace was a new Wealth Forward LLC position in Q2 2026.
  • GE Aerospace made up 0.1% of Wealth Forward LLC's portfolio in Q2 2026, its #49 holding.
  • Wealth Forward LLC first reported a position in GE Aerospace in Q3 2025 and has held it in 2 quarters since.
  • Wealth Forward LLC's GE Aerospace position peaked at $223K in Q3 2025.
  • 3,437 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Wealth Forward LLC's 13F filing for Q2 2026, filed 29 Jul 2026.