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Zhang Financial’s GE Aerospace GE Stock Holding History

Zhang Financial’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 		$1.02M Sell
2,722
-2
-0.1% -$626 0.03% 195
2026
Q1 		$773K Buy
2,724
+253
+10% +$79.5K 0.03% 213
2025
Q4 		$761K Buy
2,471
+723
+41% +$218K 0.03% 195
2025
Q3 		$526K Hold
1,748
– – 0.02% 207
2025
Q2 		$450K Hold
1,748
– – 0.02% 207
2025
Q1 		$350K Sell
1,748
-18
-1% -$3.54K 0.02% 232
2024
Q4 		$295K Buy
+1,766
New +$315K 0.02% 240
2021
Q3 		– Sell
-4,376
Closed -$293K – 168
2021
Q2 		$293K Buy
+4,376
New +$292K 0.07% 107
2017
Q4 		– Sell
-2,225
Closed -$250K – 84
2017
Q3 		$250K Buy
2,225
+95
+4% +$11.5K 0.13% 68
2017
Q2 		$266K Buy
+2,130
New +$292K 0.14% 63
2017
Q1 		– Sell
-2,061
Closed -$302K – 83
2016
Q4 		$302K Buy
2,061
+82
+4% +$11.9K 0.16% 56
2016
Q3 		$281K Buy
1,979
+16
+0.8% +$2.39K 0.15% 63
2016
Q2 		$296K Hold
1,963
– – 0.16% 61
2016
Q1 		$299K Sell
1,963
-16
-0.8% -$2.26K 0.17% 59
2015
Q4 		$295K Sell
1,979
-32
-2% -$4.54K 0.18% 58
2015
Q3 		$243K Sell
2,011
-389
-16% -$47.7K 0.15% 60
2015
Q2 		$306K Sell
2,400
-178
-7% -$23.1K 0.2% 54
2015
Q1 		$307K Sell
2,578
-20
-0.8% -$2.38K 0.19% 54
2014
Q4 		$315K Buy
2,598
+62
+2% +$7.62K 0.2% 51
2014
Q3 		$311K Buy
2,536
+172
+7% +$21.4K 0.21% 48
2014
Q2 		$298K Buy
2,364
+210
+10% +$26.7K 0.2% 50
2014
Q1 		$267K Buy
2,154
+414
+24% +$51.1K 0.19% 49
2013
Q4 		$234K Buy
+1,740
New +$219K 0.18% 49

Other funds holding GE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Zhang Financial's GE Position: Q2 2026 in Review

Zhang Financial reduced its GE Aerospace (GE) stake by 0.07% in Q2 2026, selling an estimated $626 and leaving 2,722 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #195.

Zhang Financial first reported a position in GE in Q4 2013 and has held it in 23 quarters since. 1,637 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Zhang Financial held 2,722 shares of GE Aerospace worth $1.02M as of Q2 2026.
  • Zhang Financial sold 2 GE Aerospace shares in Q2 2026, an estimated $626.
  • GE Aerospace made up 0.03% of Zhang Financial's portfolio in Q2 2026, its #195 holding.
  • Zhang Financial first reported a position in GE Aerospace in Q4 2013 and has held it in 23 quarters since.
  • 1,637 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.