PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s GE Aerospace GE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$235K	Buy	629 +240	+62%	+$75.1K	0.06%	164
2026 Q1	$110K	Buy	389 +239	+159%	+$75.1K	0.03%	226
2025 Q4	$46.2K	Hold	150	–	–	0.01%	309
2025 Q3	$45.2K	Buy	150 +135	+900%	+$36.9K	0.01%	284
2025 Q2	$3.89K	Buy	15 +3	+25%	+$658	﹤0.01%	407
2025 Q1	$2.42K	Hold	12	–	–	﹤0.01%	411
2024 Q4	$2.01K	Hold	12	–	–	﹤0.01%	422
2024 Q3	$2.27K	Sell	12 -13	-52%	-$2.2K	﹤0.01%	331
2024 Q2	$4.04K	Sell	25 -6	-19%	-$958	﹤0.01%	309
2024 Q1	$4.46K	Hold	31	–	–	﹤0.01%	305
2023 Q4	$3.24K	Buy	31 +15	+94%	+$1.39K	﹤0.01%	285
2023 Q3	$1.48K	Sell	16 -17	-52%	-$1.53K	﹤0.01%	245
2023 Q2	$2.94K	Hold	33	–	–	﹤0.01%	240
2023 Q1	$2.55K	Sell	33 -31	-48%	-$2.07K	﹤0.01%	273
2022 Q4	$3.35K	Buy	+64	New	+$3.15K	﹤0.01%	228

Other funds holding GE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s GE Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its GE Aerospace (GE) stake by 62% in Q2 2026, buying an estimated $75.1K and bringing the position to 629 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #164.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in GE in Q4 2022 and has held it in 15 quarters since. 2,233 funds tracked by Wall St. Rank hold GE as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 629 shares of GE Aerospace worth $235K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 240 GE Aerospace shares in Q2 2026, an estimated $75.1K.
GE Aerospace made up 0.06% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #164 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in GE Aerospace in Q4 2022 and has held it in 15 quarters since.
2,233 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.