Dogwood 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
$417K Sell
1,117
-199
-15% -$62.3K 0.16% 51
2026
Q1
$373K Sell
1,316
-575
-30% -$181K 0.16% 61
2025
Q4
$582K Sell
1,891
-844
-31% -$254K 0.26% 58
2025
Q3
$823K Sell
2,735
-737
-21% -$201K 0.37% 51
2025
Q2
$858K Buy
3,472
+140
+4% +$30.7K 0.42% 45
2025
Q1
$667K Buy
3,332
+3,270
+5,274% +$643K 0.35% 68
2024
Q4
$10.4K Buy
62
+26
+72% +$4.64K 0.01% 182
2024
Q3
$6.87K Hold
36
﹤0.01% 167
2024
Q2
$5.78K Sell
36
-9
-20% -$1.44K ﹤0.01% 194
2024
Q1
$6.37K Hold
45
﹤0.01% 198
2023
Q4
$4.64K Buy
+45
New +$4.17K ﹤0.01% 184

Other funds holding GE

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

Dogwood Wealth Management reduced its GE Aerospace (GE) stake by 15% in Q2 2026, selling an estimated $62.3K and leaving 1,117 shares worth $417K. The position accounts for 0.16% of the portfolio, ranked #51.

Dogwood Wealth Management first reported a position in GE in Q4 2023 and has held it in 11 quarters since. The position peaked at $858K in Q2 2025. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Dogwood Wealth Management held 1,117 shares of GE Aerospace worth $417K as of Q2 2026.
  • Dogwood Wealth Management sold 199 GE Aerospace shares in Q2 2026, an estimated $62.3K.
  • GE Aerospace made up 0.16% of Dogwood Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Dogwood Wealth Management first reported a position in GE Aerospace in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's GE Aerospace position peaked at $858K in Q2 2025.
  • 3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.