West Branch Capital’s GE Aerospace GE Stock Holding History

West Branch Capital’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	$4.09M	Buy	10,948 +182	+2%	+$57K	0.95%	30
2026 Q1	$3.06M	Buy	10,766 +4,993	+86%	+$1.57M	0.82%	32
2025 Q4	$1.78M	Buy	5,773 +580	+11%	+$175K	0.46%	38
2025 Q3	$1.56M	Buy	5,193 +479	+10%	+$131K	0.41%	43
2025 Q2	$1.21M	Buy	4,714 +1,295	+38%	+$284K	0.36%	45
2025 Q1	$684K	Buy	3,419 +2,744	+407%	+$540K	0.23%	50
2024 Q4	$113K	Sell	675 -365	-35%	-$65.1K	0.04%	109
2024 Q3	$196K	Buy	1,040 +729	+234%	+$124K	0.07%	86
2024 Q2	$49.4K	Sell	311 -81	-21%	-$12.9K	0.02%	158
2024 Q1	$54.9K	Hold	392	–	–	0.02%	157
2023 Q4	$40K	Hold	392	–	–	0.02%	171
2023 Q3	$34.6K	Hold	392	–	–	0.02%	187
2023 Q2	$34.4K	Sell	392 -10	-2%	-$810	0.02%	194
2023 Q1	$30.7K	Sell	402 -94	-19%	-$6.29K	0.02%	198
2022 Q4	$25.9K	Hold	496	–	–	0.02%	204
2022 Q3	$19K	Buy	+496	New	+$21.8K	0.01%	228
2022 Q2	–	Sell	-496	Closed	-$28K	–	435
2022 Q1	$28K	Hold	496	–	–	0.01%	219
2021 Q4	$29K	Hold	496	–	–	0.01%	234
2021 Q3	$32K	Hold	496	–	–	0.02%	219
2021 Q2	$33K	Buy	+496	New	+$33.1K	0.02%	227
2018 Q3	–	Sell	-2,776	Closed	-$181K	–	91
2018 Q2	$181K	Buy	+2,776	New	+$185K	0.14%	87

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

West Branch Capital's GE Position: Q2 2026 in Review

West Branch Capital increased its GE Aerospace (GE) stake by 1.7% in Q2 2026, buying an estimated $57K and bringing the position to 10,948 shares worth $4.09M. The position accounts for 0.95% of the portfolio, ranked #30.

West Branch Capital first reported a position in GE in Q2 2018 and has held it in 21 quarters since. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

West Branch Capital held 10,948 shares of GE Aerospace worth $4.09M as of Q2 2026.
West Branch Capital bought 182 GE Aerospace shares in Q2 2026, an estimated $57K.
GE Aerospace made up 0.95% of West Branch Capital's portfolio in Q2 2026, its #30 holding.
West Branch Capital first reported a position in GE Aerospace in Q2 2018 and has held it in 21 quarters since.
3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.