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
Q2
$674K Sell
1,803
-445
-20% -$139K 0.01% 226
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: Q2 2026 in Review

Dynasty Wealth Management reduced its GE Aerospace (GE) stake by 20% in Q2 2026, selling an estimated $139K and leaving 1,803 shares worth $674K. The position accounts for 0.01% of the portfolio, ranked #226.

Dynasty Wealth Management first reported a position in GE in Q3 2018 and has held it in 5 quarters since. 3,445 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Dynasty Wealth Management held 1,803 shares of GE Aerospace worth $674K as of Q2 2026.
  • Dynasty Wealth Management sold 445 GE Aerospace shares in Q2 2026, an estimated $139K.
  • GE Aerospace made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #226 holding.
  • Dynasty Wealth Management first reported a position in GE Aerospace in Q3 2018 and has held it in 5 quarters since.
  • 3,445 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.