Dopkins 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
$716K Sell
1,917
-653
-25% -$204K 0.26% 50
2026
Q1
$729K Buy
2,570
+653
+34% +$205K 0.29% 49
2025
Q4
$590K Hold
1,917
0.24% 50
2025
Q3
$577K Hold
1,917
0.24% 52
2025
Q2
$493K Sell
1,917
-771
-29% -$169K 0.22% 52
2025
Q1
$538K Buy
2,688
+128
+5% +$25.2K 0.27% 50
2024
Q4
$427K Buy
2,560
+1,185
+86% +$211K 0.22% 58
2024
Q3
$259K Sell
1,375
-666
-33% -$113K 0.21% 50
2024
Q2
$324K Sell
2,041
-364
-15% -$58.1K 0.2% 57
2024
Q1
$337K Buy
+2,405
New +$283K 0.2% 55
2023
Q4
Sell
-2,405
Closed -$212K 49
2023
Q3
$212K Buy
+2,405
New +$216K 0.16% 52

Other funds holding GE

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

Dopkins Wealth Management reduced its GE Aerospace (GE) stake by 25% in Q2 2026, selling an estimated $204K and leaving 1,917 shares worth $716K. The position accounts for 0.26% of the portfolio, ranked #50.

Dopkins Wealth Management first reported a position in GE in Q3 2023 and has held it in 11 quarters since. The position peaked at $729K in Q1 2026. 1,024 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Dopkins Wealth Management held 1,917 shares of GE Aerospace worth $716K as of Q2 2026.
  • Dopkins Wealth Management sold 653 GE Aerospace shares in Q2 2026, an estimated $204K.
  • GE Aerospace made up 0.26% of Dopkins Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Dopkins Wealth Management first reported a position in GE Aerospace in Q3 2023 and has held it in 11 quarters since.
  • Dopkins Wealth Management's GE Aerospace position peaked at $729K in Q1 2026.
  • 1,024 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.