Xcel Wealth Management’s GE Aerospace GE Stock Holding History

Xcel Wealth Management’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	$1.81M	Buy	4,836 +41	+0.9%	+$12.8K	0.43%	53
2026 Q1	$1.36M	Sell	4,795 -13,350	-74%	-$4.2M	0.38%	59
2025 Q4	$5.59M	Hold	18,145	–	–	1.42%	18
2025 Q3	$5.46M	Buy	18,145 +12	+0.1%	+$3.28K	1.42%	17
2025 Q2	$4.67M	Sell	18,133 -31	-0.2%	-$6.8K	1.33%	23
2025 Q1	$3.64M	Sell	18,164 -940	-5%	-$185K	1.13%	26
2024 Q4	$3.19M	Hold	19,104	–	–	0.88%	28
2024 Q3	$3.6M	Sell	19,104 -75	-0.4%	-$12.7K	1.05%	26
2024 Q2	$3.05M	Sell	19,179 -4,802	-20%	-$767K	0.95%	29
2024 Q1	$3.36M	Sell	23,981 -3	-0%	-$354	1.05%	28
2023 Q4	$2.44M	Sell	23,984 -126	-0.5%	-$11.7K	0.86%	29
2023 Q3	$2.13M	Sell	24,110 -3,188	-12%	-$287K	0.84%	32
2023 Q2	$2.39M	Sell	27,298 -5,496	-17%	-$445K	0.76%	37
2023 Q1	$2.5M	Sell	32,794 -9,635	-23%	-$645K	0.88%	29
2022 Q4	$2.21M	Sell	42,429 -18,192	-30%	-$894K	0.87%	33
2022 Q3	$2.34M	Sell	60,621 -29,961	-33%	-$1.32M	0.87%	37
2022 Q2	$3.59M	Sell	90,582 -12,574	-12%	-$609K	1.31%	24
2022 Q1	$5.88M	Sell	103,156 -18,560	-15%	-$1.11M	1.61%	19
2021 Q4	$7.16M	Buy	121,716 +2,215	+2%	+$139K	1.84%	18
2021 Q3	$7.67M	Buy	119,501 +19,184	+19%	+$1.23M	2.22%	10
2021 Q2	$6.73M	Buy	100,317 +26,026	+35%	+$1.74M	2.03%	16
2021 Q1	$4.86M	Buy	74,291 +11,106	+18%	+$673K	1.73%	17
2020 Q4	$3.4M	Buy	63,185 +3,451	+6%	+$155K	1.47%	22
2020 Q3	$1.85M	Sell	59,734 -8,627	-13%	-$280K	0.95%	34
2020 Q2	$2.33M	Buy	68,361 +13,392	+24%	+$452K	1.44%	23
2020 Q1	$2.17M	Buy	54,969 +50,142	+1,039%	+$2.67M	1.96%	19
2019 Q4	$268K	Buy	4,827 +1,046	+28%	+$54K	0.22%	65
2019 Q3	$168K	Buy	3,781 +524	+16%	+$24.6K	0.16%	72
2019 Q2	$170K	Buy	3,257 +146	+5%	+$7.19K	0.17%	73
2019 Q1	$154K	Sell	3,111 -2,522	-45%	-$119K	0.16%	77
2018 Q4	$204K	Buy	+5,633	New	+$254K	0.25%	59

Other funds holding GE

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 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

Xcel Wealth Management's GE Position: Q2 2026 in Review

Xcel Wealth Management increased its GE Aerospace (GE) stake by 0.86% in Q2 2026, buying an estimated $12.8K and bringing the position to 4,836 shares worth $1.81M. The position accounts for 0.43% of the portfolio, ranked #53.

Xcel Wealth Management first reported a position in GE in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.67M in Q3 2021. 1,454 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Xcel Wealth Management held 4,836 shares of GE Aerospace worth $1.81M as of Q2 2026.
Xcel Wealth Management bought 41 GE Aerospace shares in Q2 2026, an estimated $12.8K.
GE Aerospace made up 0.43% of Xcel Wealth Management's portfolio in Q2 2026, its #53 holding.
Xcel Wealth Management first reported a position in GE Aerospace in Q4 2018 and has held it in 31 quarters since.
Xcel Wealth Management's GE Aerospace position peaked at $7.67M in Q3 2021.
1,454 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.