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
Q2
$3.7M Sell
9,900
-68
-0.7% -$21.3K 1.31% 20
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: Q2 2026 in Review

BKM Wealth Management reduced its GE Aerospace (GE) stake by 0.68% in Q2 2026, selling an estimated $21.3K and leaving 9,900 shares worth $3.7M. The position accounts for 1.31% of the portfolio, ranked #20.

BKM Wealth Management first reported a position in GE in Q4 2023 and has held it in 10 quarters since. 3,445 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • BKM Wealth Management held 9,900 shares of GE Aerospace worth $3.7M as of Q2 2026.
  • BKM Wealth Management sold 68 GE Aerospace shares in Q2 2026, an estimated $21.3K.
  • GE Aerospace made up 1.31% of BKM Wealth Management's portfolio in Q2 2026, its #20 holding.
  • BKM Wealth Management first reported a position in GE Aerospace in Q4 2023 and has held it in 10 quarters since.
  • 3,445 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.