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 Q3	$413K	Buy	1,299 +17	+1%	+$5.89K	0.29%	39
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return

DWR Wealth Management's GE Position: Q3 2026 in Review

DWR Wealth Management increased its GE Aerospace (GE) stake by 1.3% in Q3 2026, buying an estimated $5.89K and bringing the position to 1,299 shares worth $413K. The position accounts for 0.29% of the portfolio, ranked #39.

DWR Wealth Management first reported a position in GE in Q4 2025 and has held it in 4 quarters since. The position peaked at $479K in Q2 2026. 1,568 funds tracked by Wall St. Rank hold GE as of Q3 2026.

DWR Wealth Management held 1,299 shares of GE Aerospace worth $413K as of Q3 2026.
DWR Wealth Management bought 17 GE Aerospace shares in Q3 2026, an estimated $5.89K.
GE Aerospace made up 0.29% of DWR Wealth Management's portfolio in Q3 2026, its #39 holding.
DWR Wealth Management first reported a position in GE Aerospace in Q4 2025 and has held it in 4 quarters since.
DWR Wealth Management's GE Aerospace position peaked at $479K in Q2 2026.
1,568 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on DWR Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.