FSM Wealth Advisors’s GE Aerospace GE Stock Holding History

FSM Wealth Advisors’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	$3.67M	Sell	9,825 -283	-3%	-$88.6K	0.39%	38
2026 Q1	$2.87M	Sell	10,108 -957	-9%	-$301K	0.37%	42
2025 Q4	$3.41M	Buy	11,065 +1,228	+12%	+$370K	0.47%	38
2025 Q3	$2.96M	Buy	9,837 +1,005	+11%	+$275K	0.42%	44
2025 Q2	$2.2M	Buy	8,832 +2,278	+35%	+$500K	0.36%	50
2025 Q1	$1.31M	Buy	6,554 +481	+8%	+$94.6K	0.3%	47
2024 Q4	$1.09M	Buy	6,073 +816	+16%	+$146K	0.27%	53
2024 Q3	$991K	Buy	5,257 +245	+5%	+$41.5K	0.26%	59
2024 Q2	$797K	Sell	5,012 -427	-8%	-$68.2K	0.27%	63
2024 Q1	$762K	Buy	5,439 +299	+6%	+$35.2K	0.27%	64
2023 Q4	$524K	Sell	5,140 -730	-12%	-$67.6K	0.22%	79
2023 Q3	$518K	Buy	5,870 +626	+12%	+$56.3K	0.26%	74
2023 Q2	$465K	Sell	5,244 -171	-3%	-$13.8K	0.23%	87
2023 Q1	$413K	Sell	5,415 -1,238	-19%	-$82.8K	0.24%	91
2022 Q4	$347K	Buy	6,653 +358	+6%	+$17.6K	0.25%	92
2022 Q3	$243K	Buy	+6,295	New	+$277K	0.2%	115

Other funds holding GE

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

FSM Wealth Advisors's GE Position: Q2 2026 in Review

FSM Wealth Advisors reduced its GE Aerospace (GE) stake by 2.8% in Q2 2026, selling an estimated $88.6K and leaving 9,825 shares worth $3.67M. The position accounts for 0.39% of the portfolio, ranked #38.

FSM Wealth Advisors first reported a position in GE in Q3 2022 and has held it in 16 quarters since. 1,882 funds tracked by Wall St. Rank hold GE as of Q2 2026.

FSM Wealth Advisors held 9,825 shares of GE Aerospace worth $3.67M as of Q2 2026.
FSM Wealth Advisors sold 283 GE Aerospace shares in Q2 2026, an estimated $88.6K.
GE Aerospace made up 0.39% of FSM Wealth Advisors's portfolio in Q2 2026, its #38 holding.
FSM Wealth Advisors first reported a position in GE Aerospace in Q3 2022 and has held it in 16 quarters since.
1,882 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.