BKM Wealth Management’s GE Aerospace GE Stock Holding History

BKM 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	$3.02M	Sell	9,676 -224	-2%	-$77.6K	0.98%	27
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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

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

BKM Wealth Management reduced its GE Aerospace (GE) stake by 2.3% in Q3 2026, selling an estimated $77.6K and leaving 9,676 shares worth $3.02M. The position accounts for 0.98% of the portfolio, ranked #27.

BKM Wealth Management first reported a position in GE in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.7M in Q2 2026. 1,027 funds tracked by Wall St. Rank hold GE as of Q3 2026.

BKM Wealth Management held 9,676 shares of GE Aerospace worth $3.02M as of Q3 2026.
BKM Wealth Management sold 224 GE Aerospace shares in Q3 2026, an estimated $77.6K.
GE Aerospace made up 0.98% of BKM Wealth Management's portfolio in Q3 2026, its #27 holding.
BKM Wealth Management first reported a position in GE Aerospace in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's GE Aerospace position peaked at $3.7M in Q2 2026.
1,027 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.