BAM Wealth Management’s GE Aerospace GE Stock Holding History

BAM 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 Q3	$722K	Sell	2,313 -150	-6%	-$52K	0.39%	67
2026 Q2	$921K	Sell	2,463 -25	-1%	-$7.83K	0.58%	43
2026 Q1	$706K	Sell	2,488 -239	-9%	-$75.1K	0.53%	52
2025 Q4	$840K	Sell	2,727 -808	-23%	-$243K	0.61%	46
2025 Q3	$1.06M	Buy	+3,535	New	+$966K	0.82%	27

Other funds holding GE

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

BAM Wealth Management's GE Position: Q3 2026 in Review

BAM Wealth Management reduced its GE Aerospace (GE) stake by 6.1% in Q3 2026, selling an estimated $52K and leaving 2,313 shares worth $722K. The position accounts for 0.39% of the portfolio, ranked #67.

BAM Wealth Management first reported a position in GE in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.06M in Q3 2025. 2,262 funds tracked by Wall St. Rank hold GE as of Q3 2026.

BAM Wealth Management held 2,313 shares of GE Aerospace worth $722K as of Q3 2026.
BAM Wealth Management sold 150 GE Aerospace shares in Q3 2026, an estimated $52K.
GE Aerospace made up 0.39% of BAM Wealth Management's portfolio in Q3 2026, its #67 holding.
BAM Wealth Management first reported a position in GE Aerospace in Q3 2025 and has held it in 5 quarters since.
BAM Wealth Management's GE Aerospace position peaked at $1.06M in Q3 2025.
2,262 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.