Evercore 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 | $4.03M | Buy |
10,784
+512
| +5% | +$160K | 0.06% | 118 |
|
|
2026
Q1 | $2.91M | Sell |
10,272
-38
| -0.4% | -$11.9K | 0.05% | 130 |
|
|
2025
Q4 | $3.18M | Sell |
10,310
-180
| -2% | -$54.2K | 0.05% | 128 |
|
|
2025
Q3 | $3.16M | Sell |
10,490
-143
| -1% | -$39.1K | 0.05% | 127 |
|
|
2025
Q2 | $2.74M | Sell |
10,633
-8
| -0.1% | -$1.75K | 0.04% | 135 |
|
|
2025
Q1 | $2.13M | Buy |
10,641
+205
| +2% | +$40.3K | 0.03% | 150 |
|
|
2024
Q4 | $1.74M | Buy |
10,436
+6
| +0.1% | +$1.07K | 0.03% | 169 |
|
|
2024
Q3 | $1.97M | Hold |
10,430
| – | – | 0.03% | 160 |
|
|
2024
Q2 | $1.66M | Sell |
10,430
-2,614
| -20% | -$417K | 0.03% | 174 |
|
|
2024
Q1 | $1.83M | Sell |
13,044
-417
| -3% | -$49.1K | 0.03% | 168 |
|
|
2023
Q4 | $1.37M | Sell |
13,461
-544
| -4% | -$50.4K | 0.02% | 190 |
|
|
2023
Q3 | $1.24M | Sell |
14,005
-2,048
| -13% | -$184K | 0.02% | 194 |
|
|
2023
Q2 | $1.41M | Sell |
16,053
-849
| -5% | -$68.8K | 0.03% | 183 |
|
|
2023
Q1 | $1.29M | Sell |
16,902
-6,776
| -29% | -$453K | 0.03% | 188 |
|
|
2022
Q4 | $1.24M | Sell |
23,678
-122
| -0.5% | -$6K | 0.03% | 187 |
|
|
2022
Q3 | $918K | Sell |
23,800
-925
| -4% | -$40.7K | 0.02% | 209 |
|
|
2022
Q2 | $980K | Hold |
24,725
| – | – | 0.02% | 209 |
|
|
2022
Q1 | $1.41M | Sell |
24,725
-21
| -0.1% | -$1.25K | 0.02% | 187 |
|
|
2021
Q4 | $1.46M | Sell |
24,746
-9,955
| -29% | -$625K | 0.02% | 189 |
|
|
2021
Q3 | $2.23M | Sell |
34,701
-1,480
| -4% | -$95.2K | 0.04% | 160 |
|
|
2021
Q2 | $2.43M | Buy |
36,181
+765
| +2% | +$51K | 0.04% | 157 |
|
|
2021
Q1 | $2.32M | Buy |
35,416
+4,473
| +14% | +$271K | 0.05% | 155 |
|
|
2020
Q4 | $1.67M | Sell |
30,943
-6,590
| -18% | -$295K | 0.04% | 172 |
|
|
2020
Q3 | $1.17M | Sell |
37,533
-952
| -2% | -$30.9K | 0.03% | 183 |
|
|
2020
Q2 | $1.31M | Sell |
38,485
-11
| -0% | -$371 | 0.04% | 171 |
|
|
2020
Q1 | $1.52M | Sell |
38,496
-411
| -1% | -$21.9K | 0.05% | 152 |
|
|
2019
Q4 | $2.16M | Sell |
38,907
-2,701
| -6% | -$140K | 0.06% | 148 |
|
|
2019
Q3 | $1.85M | Sell |
41,608
-185
| -0.4% | -$8.69K | 0.05% | 153 |
|
|
2019
Q2 | $2.19M | Buy |
41,793
+1,753
| +4% | +$86.3K | 0.07% | 142 |
|
|
2019
Q1 | $1.99M | Sell |
40,040
-3,799
| -9% | -$179K | 0.06% | 147 |
|
|
2018
Q4 | $1.59M | Sell |
43,839
-15,876
| -27% | -$717K | 0.06% | 148 |
|
|
2018
Q3 | $3.23M | Sell |
59,715
-19,982
| -25% | -$1.23M | 0.1% | 110 |
|
|
2018
Q2 | $5.2M | Buy |
79,697
+12,814
| +19% | +$855K | 0.18% | 87 |
|
|
2018
Q1 | $4.32M | Sell |
66,883
-7,164
| -10% | -$531K | 0.17% | 88 |
|
|
2017
Q4 | $6.19M | Sell |
74,047
-5,631
| -7% | -$538K | 0.23% | 75 |
|
|
2017
Q3 | $9.23M | Sell |
79,678
-1,214
| -2% | -$147K | 0.36% | 55 |
|
|
2017
Q2 | $10.5M | Sell |
80,892
-3,400
| -4% | -$466K | 0.4% | 55 |
|
|
2017
Q1 | $12M | Buy |
84,292
+6
| +0% | +$868 | 0.47% | 52 |
|
|
2016
Q4 | $12.8M | Sell |
84,286
-3,833
| -4% | -$557K | 0.53% | 49 |
|
|
2016
Q3 | $12.5M | Buy |
88,119
+6,466
| +8% | +$965K | 0.52% | 52 |
|
|
2016
Q2 | $12.3M | Sell |
81,653
-2,092
| -2% | -$305K | 0.54% | 52 |
|
|
2016
Q1 | $12.8M | Sell |
83,745
-67
| -0.1% | -$9.46K | 0.56% | 50 |
|
|
2015
Q4 | $12.5M | Sell |
83,812
-3,654
| -4% | -$519K | 0.58% | 51 |
|
|
2015
Q3 | $10.6M | Buy |
87,466
+9,282
| +12% | +$1.14M | 0.5% | 56 |
|
|
2015
Q2 | $9.96M | Sell |
78,184
-1,302
| -2% | -$169K | 0.45% | 62 |
|
|
2015
Q1 | $9.45M | Sell |
79,486
-959
| -1% | -$114K | 0.43% | 60 |
|
|
2014
Q4 | $9.74M | Sell |
80,445
-1,822
| -2% | -$224K | 0.49% | 57 |
|
|
2014
Q3 | $10.1M | Buy |
82,267
+2,504
| +3% | +$312K | 0.51% | 59 |
|
|
2014
Q2 | $10M | Buy |
79,763
+7,214
| +10% | +$917K | 0.52% | 59 |
|
|
2014
Q1 | $9M | Sell |
72,549
-1,452
| -2% | -$179K | 0.5% | 63 |
|
|
2013
Q4 | $9.94M | Sell |
74,001
-24,604
| -25% | -$3.1M | 0.55% | 60 |
|
|
2013
Q3 | $11.3M | Sell |
98,605
-10,691
| -10% | -$1.23M | 0.65% | 49 |
|
|
2013
Q2 | $12.2M | Buy |
+109,296
| New | +$12.1M | 0.69% | 46 |
|
Other funds holding GE
Evercore Wealth Management's GE Position: Q2 2026 in Review
Evercore Wealth Management increased its GE Aerospace (GE) stake by 5% in Q2 2026, buying an estimated $160K and bringing the position to 10,784 shares worth $4.03M. The position accounts for 0.06% of the portfolio, ranked #118.
Evercore Wealth Management first reported a position in GE in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.8M in Q4 2016. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.
- Evercore Wealth Management held 10,784 shares of GE Aerospace worth $4.03M as of Q2 2026.
- Evercore Wealth Management bought 512 GE Aerospace shares in Q2 2026, an estimated $160K.
- GE Aerospace made up 0.06% of Evercore Wealth Management's portfolio in Q2 2026, its #118 holding.
- Evercore Wealth Management first reported a position in GE Aerospace in Q2 2013 and has held it in 53 quarters since.
- Evercore Wealth Management's GE Aerospace position peaked at $12.8M in Q4 2016.
- 3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.