Genesis Private Wealth’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
$477K Sell
1,275
-789
-38% -$247K 0.13% 90
2026
Q1
$586K Buy
2,064
+67
+3% +$21.1K 0.18% 77
2025
Q4
$615K Buy
1,997
+11
+0.6% +$3.31K 0.19% 76
2025
Q3
$597K Buy
1,986
+600
+43% +$164K 0.25% 53
2025
Q2
$357K Buy
+1,386
New +$304K 0.17% 73
2025
Q1
Sell
-1,650
Closed -$275K 150
2024
Q4
$275K Buy
+1,650
New +$294K 0.15% 89

Other funds holding GE

Genesis Private Wealth's GE Position: Q2 2026 in Review

Genesis Private Wealth reduced its GE Aerospace (GE) stake by 38% in Q2 2026, selling an estimated $247K and leaving 1,275 shares worth $477K. The position accounts for 0.13% of the portfolio, ranked #90.

Genesis Private Wealth first reported a position in GE in Q4 2024 and has held it in 6 quarters since. The position peaked at $615K in Q4 2025. 799 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Genesis Private Wealth held 1,275 shares of GE Aerospace worth $477K as of Q2 2026.
  • Genesis Private Wealth sold 789 GE Aerospace shares in Q2 2026, an estimated $247K.
  • GE Aerospace made up 0.13% of Genesis Private Wealth's portfolio in Q2 2026, its #90 holding.
  • Genesis Private Wealth first reported a position in GE Aerospace in Q4 2024 and has held it in 6 quarters since.
  • Genesis Private Wealth's GE Aerospace position peaked at $615K in Q4 2025.
  • 799 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.