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 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

BAM Wealth Management reduced its GE Aerospace (GE) stake by 1% in Q2 2026, selling an estimated $7.83K and leaving 2,463 shares worth $921K. The position accounts for 0.58% of the portfolio, ranked #43.

BAM Wealth Management first reported a position in GE in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.06M in Q3 2025. 2,080 funds tracked by Wall St. Rank hold GE as of Q2 2026.

BAM Wealth Management held 2,463 shares of GE Aerospace worth $921K as of Q2 2026.
BAM Wealth Management sold 25 GE Aerospace shares in Q2 2026, an estimated $7.83K.
GE Aerospace made up 0.58% of BAM Wealth Management's portfolio in Q2 2026, its #43 holding.
BAM Wealth Management first reported a position in GE Aerospace in Q3 2025 and has held it in 4 quarters since.
BAM Wealth Management's GE Aerospace position peaked at $1.06M in Q3 2025.
2,080 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.