Wescott Financial Advisory Group’s GE Aerospace GE Stock Holding History

Wescott Financial 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	$1.46M	Buy	3,895 +74	+2%	+$23.2K	0.11%	82
2026 Q1	$1.08M	Sell	3,821 -17	-0.4%	-$5.34K	0.1%	96
2025 Q4	$1.18M	Sell	3,838 -145	-4%	-$43.7K	0.1%	88
2025 Q3	$1.2M	Buy	3,983 +107	+3%	+$29.2K	0.11%	83
2025 Q2	$998K	Sell	3,876 -7	-0.2%	-$1.54K	0.1%	90
2025 Q1	$777K	Sell	3,883 -158	-4%	-$31.1K	0.08%	91
2024 Q4	$674K	Buy	4,041 +108	+3%	+$19.3K	0.07%	101
2024 Q3	$742K	Buy	3,933 +23	+0.6%	+$3.9K	0.08%	95
2024 Q2	$622K	Buy	+3,910	New	+$624K	0.07%	102
2021 Q3	–	Sell	-2,253	Closed	-$147K	–	71
2021 Q2	$147K	Hold	2,253	–	–	0.09%	64
2021 Q1	$147K	Buy	2,253 +159	+8%	+$9.63K	0.1%	61
2020 Q4	$113K	Buy	+2,094	New	+$93.8K	0.08%	58

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

Wescott Financial Advisory Group's GE Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its GE Aerospace (GE) stake by 1.9% in Q2 2026, buying an estimated $23.2K and bringing the position to 3,895 shares worth $1.46M. The position accounts for 0.11% of the portfolio, ranked #82.

Wescott Financial Advisory Group first reported a position in GE in Q4 2020 and has held it in 12 quarters since. 3,453 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Wescott Financial Advisory Group held 3,895 shares of GE Aerospace worth $1.46M as of Q2 2026.
Wescott Financial Advisory Group bought 74 GE Aerospace shares in Q2 2026, an estimated $23.2K.
GE Aerospace made up 0.11% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #82 holding.
Wescott Financial Advisory Group first reported a position in GE Aerospace in Q4 2020 and has held it in 12 quarters since.
3,453 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.