WFA of San Diego’s GE Aerospace GE Stock Holding History

WFA of San Diego’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	$365K	Sell	1,013 -89	-8%	-$27.9K	0.3%	60
2026 Q1	$313K	Sell	1,102 -3	-0.3%	-$943	0.25%	64
2025 Q4	$340K	Hold	1,105	–	–	0.25%	68
2025 Q3	$332K	Sell	1,105 -3	-0.3%	-$820	0.23%	74
2025 Q2	$285K	Buy	+1,108	New	+$243K	0.21%	78
2024 Q3	$233K	Sell	1,236 -7	-0.6%	-$1.19K	0.2%	84
2024 Q2	$198K	Buy	+1,243	New	+$198K	0.18%	85
2023 Q3	$152K	Sell	1,727 -215	-11%	-$19.3K	0.16%	90
2023 Q2	$170K	Buy	+1,942	New	+$157K	0.17%	88
2023 Q1	–	Sell	-3,295	Closed	-$172K	–	190
2022 Q4	$172K	Buy	+3,295	New	+$162K	0.13%	96
2022 Q3	–	Sell	-3,493	Closed	-$139K	–	190
2022 Q2	$139K	Sell	3,493 -297	-8%	-$14.4K	0.12%	95
2022 Q1	$216K	Sell	3,790 -826	-18%	-$49.3K	0.16%	86
2021 Q4	$272K	Buy	4,616 +237	+5%	+$14.9K	0.16%	100
2021 Q3	$281K	Sell	4,379 -105	-2%	-$6.75K	0.2%	84
2021 Q2	$301K	Sell	4,484 -71	-2%	-$4.74K	0.23%	71
2021 Q1	$298K	Buy	4,555 +39	+0.9%	+$2.36K	0.25%	71
2020 Q4	$10K	Sell	4,516 -234	-5%	-$10.5K	﹤0.01%	90
2020 Q3	$147K	Sell	4,750 -32,342	-87%	-$1.05M	0.14%	75
2020 Q2	$2.03M	Buy	+37,092	New	+$1.25M	0.47%	41

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 $3.38T AUM 44.17% 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

WFA of San Diego's GE Position: Q2 2026 in Review

WFA of San Diego reduced its GE Aerospace (GE) stake by 8.1% in Q2 2026, selling an estimated $27.9K and leaving 1,013 shares worth $365K. The position accounts for 0.3% of the portfolio, ranked #60.

WFA of San Diego first reported a position in GE in Q2 2020 and has held it in 19 quarters since. The position peaked at $2.03M in Q2 2020. 3,460 funds tracked by Wall St. Rank hold GE as of Q2 2026.

WFA of San Diego held 1,013 shares of GE Aerospace worth $365K as of Q2 2026.
WFA of San Diego sold 89 GE Aerospace shares in Q2 2026, an estimated $27.9K.
GE Aerospace made up 0.3% of WFA of San Diego's portfolio in Q2 2026, its #60 holding.
WFA of San Diego first reported a position in GE Aerospace in Q2 2020 and has held it in 19 quarters since.
WFA of San Diego's GE Aerospace position peaked at $2.03M in Q2 2020.
3,460 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.