BKM 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
Q1
$2.83M Buy
9,968
+1,368
+16% +$430K 1.03% 27
2025
Q4
$2.65M Buy
8,600
+249
+3% +$75K 0.97% 28
2025
Q3
$2.51M Buy
8,351
+921
+12% +$252K 0.93% 29
2025
Q2
$1.91M Buy
7,430
+4,609
+163% +$1.01M 0.75% 40
2025
Q1
$565K Buy
2,821
+72
+3% +$14.2K 0.23% 100
2024
Q4
$459K Hold
2,749
0.19% 113
2024
Q3
$518K Buy
+2,749
New +$466K 0.21% 114
2024
Q2
Sell
-3,535
Closed -$495K 164
2024
Q1
$495K Buy
3,535
+91
+3% +$10.7K 0.21% 111
2023
Q4
$351K Buy
+3,444
New +$319K 0.15% 119

Other funds holding GE

BKM Wealth Management's GE Position: Q1 2026 in Review

BKM Wealth Management increased its GE Aerospace (GE) stake by 16% in Q1 2026, buying an estimated $430K and bringing the position to 9,968 shares worth $2.83M. The position accounts for 1.03% of the portfolio, ranked #27.

BKM Wealth Management first reported a position in GE in Q4 2023 and has held it in 9 quarters since. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • BKM Wealth Management held 9,968 shares of GE Aerospace worth $2.83M as of Q1 2026.
  • BKM Wealth Management bought 1,368 GE Aerospace shares in Q1 2026, an estimated $430K.
  • GE Aerospace made up 1.03% of BKM Wealth Management's portfolio in Q1 2026, its #27 holding.
  • BKM Wealth Management first reported a position in GE Aerospace in Q4 2023 and has held it in 9 quarters since.
  • 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.