Bernicke Wealth Management’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$936K Buy
2,505
+25
+1% +$7.83K 0.11% 57
2026
Q1
$704K Sell
2,480
-28
-1% -$8.8K 0.09% 66
2025
Q4
$773K Buy
+2,508
New +$755K 0.1% 63

Other funds holding GE

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

Bernicke Wealth Management increased its GE Aerospace (GE) stake by 1% in Q2 2026, buying an estimated $7.83K and bringing the position to 2,505 shares worth $936K. The position accounts for 0.11% of the portfolio, ranked #57.

Bernicke Wealth Management first reported a position in GE in Q4 2025 and has held it in 3 quarters since. 2,952 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Bernicke Wealth Management held 2,505 shares of GE Aerospace worth $936K as of Q2 2026.
  • Bernicke Wealth Management bought 25 GE Aerospace shares in Q2 2026, an estimated $7.83K.
  • GE Aerospace made up 0.11% of Bernicke Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Bernicke Wealth Management first reported a position in GE Aerospace in Q4 2025 and has held it in 3 quarters since.
  • 2,952 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.