DWR Wealth Management’s GE Aerospace GE Stock Holding History

DWR 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 Q2	$479K	Hold	1,282	–	–	0.36%	35
2026 Q1	$350K	Buy	1,282 +3	+0.2%	+$943	0.3%	38
2025 Q4	$399K	Buy	+1,279	New	+$385K	0.37%	36

Other funds holding GE

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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

DWR Wealth Management held its GE Aerospace (GE) position steady in Q2 2026 at 1,282 shares worth $479K. The position accounts for 0.36% of the portfolio, ranked #35.

DWR Wealth Management first reported a position in GE in Q4 2025 and has held it in 3 quarters since. 1,131 funds tracked by Wall St. Rank hold GE as of Q2 2026.

DWR Wealth Management held 1,282 shares of GE Aerospace worth $479K as of Q2 2026.
DWR Wealth Management left its GE Aerospace share count unchanged in Q2 2026.
GE Aerospace made up 0.36% of DWR Wealth Management's portfolio in Q2 2026, its #35 holding.
DWR Wealth Management first reported a position in GE Aerospace in Q4 2025 and has held it in 3 quarters since.
1,131 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.