Congress 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
2025
Q2
$10.1M Buy
39,051
+168
+0.4% +$36.9K 0.1% 244
2025
Q1
$7.89M Buy
38,883
+30,057
+341% +$5.91M 0.09% 246
2024
Q4
$1.47M Buy
8,826
+591
+7% +$105K 0.02% 457
2024
Q3
$1.55M Buy
8,235
+2,310
+39% +$391K 0.02% 458
2024
Q2
$942K Sell
5,925
-934
-14% -$149K 0.02% 436
2024
Q1
$961K Sell
6,859
-366
-5% -$43.1K 0.02% 379
2023
Q4
$736K Sell
7,225
-233
-3% -$21.6K 0.01% 416
2023
Q3
$658K Buy
7,458
+298
+4% +$26.8K 0.01% 417
2023
Q2
$628K Buy
7,160
+762
+12% +$61.7K 0.01% 389
2023
Q1
$488K Sell
6,398
-833
-12% -$55.7K 0.01% 418
2022
Q4
$377K Sell
7,231
-43
-0.6% -$2.11K 0.01% 447
2022
Q3
$282K Sell
7,274
-361
-5% -$15.9K 0.01% 477
2022
Q2
$303K Sell
7,635
-2,036
-21% -$98.7K 0.01% 477
2022
Q1
$552K Sell
9,671
-1,279
-12% -$76.3K 0.01% 432
2021
Q4
$645K Buy
+10,950
New +$688K 0.01% 435

Other funds holding GE

Congress Wealth Management's GE Position: Q2 2025 in Review

Congress Wealth Management increased its GE Aerospace (GE) stake by 0.43% in Q2 2025, buying an estimated $36.9K and bringing the position to 39,051 shares worth $10.1M. The position accounts for 0.1% of the portfolio, ranked #244.

Congress Wealth Management first reported a position in GE in Q4 2021 and has held it in 15 quarters since. 2,815 funds tracked by Wall St. Rank hold GE as of Q2 2025.

  • Congress Wealth Management held 39,051 shares of GE Aerospace worth $10.1M as of Q2 2025.
  • Congress Wealth Management bought 168 GE Aerospace shares in Q2 2025, an estimated $36.9K.
  • GE Aerospace made up 0.1% of Congress Wealth Management's portfolio in Q2 2025, its #244 holding.
  • Congress Wealth Management first reported a position in GE Aerospace in Q4 2021 and has held it in 15 quarters since.
  • 2,815 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.