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Wealth Preservation Advisors’s GE Aerospace GE Stock Holding History

Wealth Preservation 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
2026
Q2 		– Sell
-269
Closed -$76.3K – 407
2026
Q1 		$76.3K Buy
269
+208
+341% +$65.4K 0.06% 126
2025
Q4 		$18.8K Sell
61
-90
-60% -$27.1K 0.01% 266
2025
Q3 		$45.4K Hold
151
– – 0.03% 191
2025
Q2 		$38.9K Hold
151
– – 0.02% 205
2025
Q1 		$30.2K Buy
+151
New +$29.7K 0.02% 218

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 Preservation Advisors's GE Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of GE Aerospace (GE) in Q2 2026, closing a stake of 269 shares — an estimated $76.3K sold.

Wealth Preservation Advisors first reported a position in GE in Q1 2025 and held it in 5 quarters. The position peaked at $76.3K in Q1 2026. 3,454 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining GE Aerospace position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 269 GE Aerospace shares in Q2 2026, an estimated $76.3K.
  • Wealth Preservation Advisors first reported a position in GE Aerospace in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's GE Aerospace position peaked at $76.3K in Q1 2026.
  • 3,454 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.