Wealthquest’s GE Aerospace GE Stock Holding History

Wealthquest’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	$2.24M	Buy	5,997 +580	+11%	+$182K	0.14%	39
2026 Q1	$1.54M	Buy	5,417 +211	+4%	+$66.3K	0.11%	41
2025 Q4	$1.6M	Buy	+5,206	New	+$1.57M	0.12%	40
2025 Q3	–	Sell	-5,142	Closed	-$1.32M	–	68
2025 Q2	$1.32M	Buy	5,142 +2,188	+74%	+$480K	0.1%	40
2025 Q1	$591K	Buy	2,954 +21	+0.7%	+$4.13K	0.05%	70
2024 Q4	$489K	Sell	2,933 -567	-16%	-$101K	0.04%	75
2024 Q3	$652K	Buy	3,500 +62	+2%	+$10.5K	0.06%	67
2024 Q2	$547K	Sell	3,438 -870	-20%	-$139K	0.06%	68
2024 Q1	$603K	Buy	4,308 +29	+0.7%	+$3.42K	0.06%	64
2023 Q4	$436K	Buy	4,279 +118	+3%	+$10.9K	0.05%	84
2023 Q3	$367K	Sell	4,161 -179	-4%	-$16.1K	0.05%	88
2023 Q2	$381K	Sell	4,340 -920	-17%	-$74.5K	0.05%	79
2023 Q1	$401K	Sell	5,260 -2,568	-33%	-$172K	0.05%	80
2022 Q4	$409K	Sell	7,828 -337	-4%	-$16.6K	0.05%	82
2022 Q3	$314K	Sell	8,165 -509	-6%	-$22.4K	0.04%	90
2022 Q2	$344K	Sell	8,674 -656	-7%	-$31.8K	0.05%	88
2022 Q1	$549K	Hold	9,330	–	–	0.08%	76
2021 Q4	$549K	Sell	9,330 -398	-4%	-$25K	0.08%	76
2021 Q3	$624K	Sell	9,728 -43	-0.4%	-$2.77K	0.11%	66
2021 Q2	$655K	Sell	9,771 -31	-0.3%	-$2.07K	0.11%	64
2021 Q1	$641K	Sell	9,802 -349	-3%	-$21.1K	0.12%	64
2020 Q4	$546K	Sell	10,151 -217	-2%	-$9.72K	0.12%	68
2020 Q3	$321K	Sell	10,368 -520	-5%	-$16.9K	0.08%	79
2020 Q2	$370K	Buy	+10,888	New	+$367K	0.09%	74
2019 Q4	$584K	Sell	10,504 -354	-3%	-$18.3K	0.17%	75
2019 Q3	$483K	Sell	10,858 -488	-4%	-$22.9K	0.16%	79
2019 Q2	$593K	Buy	11,346 +246	+2%	+$12.1K	0.22%	72
2019 Q1	$552K	Sell	11,100 -187	-2%	-$8.8K	0.21%	73
2018 Q4	$409K	Buy	+11,287	New	+$510K	0.17%	82
2015 Q3	$1.4M	Sell	11,554 -26	-0.2%	-$3.19K	2.53%	5
2015 Q2	$1.48M	Buy	11,580 +595	+5%	+$77.2K	2.16%	5
2015 Q1	$1.31M	Sell	10,985 -191	-2%	-$22.7K	1.88%	5
2014 Q4	$1.35M	Buy	+11,176	New	+$1.37M	1.38%	7

Other funds holding GE

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Wealthquest's GE Position: Q2 2026 in Review

Wealthquest increased its GE Aerospace (GE) stake by 11% in Q2 2026, buying an estimated $182K and bringing the position to 5,997 shares worth $2.24M. The position accounts for 0.14% of the portfolio, ranked #39.

Wealthquest first reported a position in GE in Q4 2014 and has held it in 33 quarters since. 1,192 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Wealthquest held 5,997 shares of GE Aerospace worth $2.24M as of Q2 2026.
Wealthquest bought 580 GE Aerospace shares in Q2 2026, an estimated $182K.
GE Aerospace made up 0.14% of Wealthquest's portfolio in Q2 2026, its #39 holding.
Wealthquest first reported a position in GE Aerospace in Q4 2014 and has held it in 33 quarters since.
1,192 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.