Iams 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
$947K Buy
2,535
+526
+26% +$165K 0.29% 102
2026
Q1
$570K Buy
2,009
+1,251
+165% +$393K 0.2% 126
2025
Q4
$233K Buy
+758
New +$228K 0.08% 181

Other funds holding GE

Iams Wealth Management's GE Position: Q2 2026 in Review

Iams Wealth Management increased its GE Aerospace (GE) stake by 26% in Q2 2026, buying an estimated $165K and bringing the position to 2,535 shares worth $947K. The position accounts for 0.29% of the portfolio, ranked #102.

Iams Wealth Management first reported a position in GE in Q4 2025 and has held it in 3 quarters since. 3,437 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Iams Wealth Management held 2,535 shares of GE Aerospace worth $947K as of Q2 2026.
  • Iams Wealth Management bought 526 GE Aerospace shares in Q2 2026, an estimated $165K.
  • GE Aerospace made up 0.29% of Iams Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Iams Wealth Management first reported a position in GE Aerospace in Q4 2025 and has held it in 3 quarters since.
  • 3,437 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.