Copia 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
$67.3K Buy
180
+29
+19% +$9.08K 0.04% 185
2026
Q1
$42.8K Hold
151
0.03% 212
2025
Q4
$46.5K Hold
151
0.03% 208
2025
Q3
$45.4K Buy
151
+25
+20% +$6.83K 0.03% 198
2025
Q2
$32.4K Sell
126
-17
-12% -$3.73K 0.03% 199
2025
Q1
$28.6K Buy
143
+142
+14,200% +$27.9K 0.03% 197
2024
Q4
$167 Buy
+1
New +$178 ﹤0.01% 413

Other funds holding GE

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

Copia Wealth Management increased its GE Aerospace (GE) stake by 19% in Q2 2026, buying an estimated $9.08K and bringing the position to 180 shares worth $67.3K. The position accounts for 0.04% of the portfolio, ranked #185.

Copia Wealth Management first reported a position in GE in Q4 2024 and has held it in 7 quarters since. 3,422 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Copia Wealth Management held 180 shares of GE Aerospace worth $67.3K as of Q2 2026.
  • Copia Wealth Management bought 29 GE Aerospace shares in Q2 2026, an estimated $9.08K.
  • GE Aerospace made up 0.04% of Copia Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Copia Wealth Management first reported a position in GE Aerospace in Q4 2024 and has held it in 7 quarters since.
  • 3,422 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.