Dynasty 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
Q1
$638K Buy
2,248
+85
+4% +$26.7K 0.01% 214
2025
Q4
$666K Buy
2,163
+799
+59% +$241K 0.01% 219
2025
Q3
$410K Buy
+1,364
New +$373K 0.01% 239
2018
Q4
Sell
-2,354
Closed -$127K 39
2018
Q3
$127K Buy
+2,354
New +$145K 0.16% 113

Other funds holding GE

Dynasty Wealth Management's GE Position: Q1 2026 in Review

Dynasty Wealth Management increased its GE Aerospace (GE) stake by 3.9% in Q1 2026, buying an estimated $26.7K and bringing the position to 2,248 shares worth $638K. The position accounts for 0.01% of the portfolio, ranked #214.

Dynasty Wealth Management first reported a position in GE in Q3 2018 and has held it in 4 quarters since. The position peaked at $666K in Q4 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Dynasty Wealth Management held 2,248 shares of GE Aerospace worth $638K as of Q1 2026.
  • Dynasty Wealth Management bought 85 GE Aerospace shares in Q1 2026, an estimated $26.7K.
  • GE Aerospace made up 0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #214 holding.
  • Dynasty Wealth Management first reported a position in GE Aerospace in Q3 2018 and has held it in 4 quarters since.
  • Dynasty Wealth Management's GE Aerospace position peaked at $666K in Q4 2025.
  • 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.