Institute for 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 | $3.56M | Sell |
9,517
-818
| -8% | -$256K | 0.31% | 61 |
|
|
2026
Q1 | $2.93M | Sell |
10,335
-1,530
| -13% | -$481K | 0.31% | 68 |
|
|
2025
Q4 | $3.65M | Sell |
11,865
-77
| -0.6% | -$23.2K | 0.39% | 51 |
|
|
2025
Q3 | $3.59M | Buy |
11,942
+1,149
| +11% | +$314K | 0.37% | 52 |
|
|
2025
Q2 | $2.78M | Sell |
10,793
-261
| -2% | -$57.3K | 0.31% | 66 |
|
|
2025
Q1 | $2.21M | Sell |
11,054
-57
| -0.5% | -$11.2K | 0.28% | 81 |
|
|
2024
Q4 | $1.85M | Sell |
11,111
-8
| -0.1% | -$1.43K | 0.23% | 93 |
|
|
2024
Q3 | $2.1M | Sell |
11,119
-102
| -0.9% | -$17.3K | 0.26% | 82 |
|
|
2024
Q2 | $1.78M | Sell |
11,221
-2,977
| -21% | -$475K | 0.24% | 92 |
|
|
2024
Q1 | $1.99M | Sell |
14,198
-1
| -0% | -$118 | 0.26% | 80 |
|
|
2023
Q4 | $1.45M | Buy |
14,199
+228
| +2% | +$21.1K | 0.23% | 104 |
|
|
2023
Q3 | $1.23M | Hold |
13,971
| – | – | 0.22% | 109 |
|
|
2023
Q2 | $1.22M | Sell |
13,971
-662
| -5% | -$53.6K | 0.21% | 119 |
|
|
2023
Q1 | $1.12M | Sell |
14,633
-4,273
| -23% | -$286K | 0.21% | 123 |
|
|
2022
Q4 | $987K | Buy |
18,906
+1,939
| +11% | +$95.3K | 0.21% | 137 |
|
|
2022
Q3 | $654K | Sell |
16,967
-41
| -0.2% | -$1.8K | 0.15% | 187 |
|
|
2022
Q2 | $675K | Buy |
17,008
+586
| +4% | +$28.4K | 0.13% | 193 |
|
|
2022
Q1 | $936K | Buy |
16,422
+45
| +0.3% | +$2.69K | 0.15% | 171 |
|
|
2021
Q4 | $964K | Hold |
16,377
| – | – | 0.16% | 165 |
|
|
2021
Q3 | $1.05M | Sell |
16,377
-1,803
| -10% | -$116K | 0.18% | 135 |
|
|
2021
Q2 | $1.22M | Sell |
18,180
-162
| -0.9% | -$10.8K | 0.21% | 115 |
|
|
2021
Q1 | $1.2M | Sell |
18,342
-1,042
| -5% | -$63.1K | 0.23% | 118 |
|
|
2020
Q4 | $1.04M | Sell |
19,384
-1,620
| -8% | -$72.6K | 0.21% | 119 |
|
|
2020
Q3 | $652K | Buy |
21,004
+129
| +0.6% | +$4.19K | 0.15% | 176 |
|
|
2020
Q2 | $711K | Buy |
20,875
+1,266
| +6% | +$42.7K | 0.17% | 156 |
|
|
2020
Q1 | $776K | Buy |
19,609
+2,959
| +18% | +$158K | 0.24% | 115 |
|
|
2019
Q4 | $926K | Buy |
16,650
+3,206
| +24% | +$166K | 0.21% | 133 |
|
|
2019
Q3 | $599K | Sell |
13,444
-866
| -6% | -$40.7K | 0.15% | 205 |
|
|
2019
Q2 | $749K | Buy |
14,310
+69
| +0.5% | +$3.4K | 0.17% | 186 |
|
|
2019
Q1 | $709K | Buy |
+14,241
| New | +$670K | 0.15% | 183 |
|
|
2018
Q4 | – | Sell |
-22,221
| Closed | -$1.21M | – | 293 |
|
|
2018
Q3 | $1.21M | Buy |
22,221
+243
| +1% | +$15K | 0.41% | 87 |
|
|
2018
Q2 | $1.42M | Sell |
21,978
-219
| -1% | -$14.6K | 0.45% | 72 |
|
|
2018
Q1 | $1.49M | Buy |
22,197
+427
| +2% | +$31.6K | 0.44% | 73 |
|
|
2017
Q4 | $1.82M | Sell |
21,770
-2,916
| -12% | -$278K | 0.42% | 62 |
|
|
2017
Q3 | $2.85M | Buy |
24,686
+792
| +3% | +$95.8K | 0.93% | 19 |
|
|
2017
Q2 | $3.1M | Buy |
+23,894
| New | +$3.28M | 0.85% | 15 |
|
|
2014
Q1 | – | Sell |
-49
| Closed | -$7K | – | 73 |
|
|
2013
Q4 | $7K | Hold |
49
| – | – | 0.01% | 62 |
|
|
2013
Q3 | $6K | Sell |
49
-97
| -66% | -$11.1K | ﹤0.01% | 55 |
|
|
2013
Q2 | $16K | Buy |
+146
| New | +$16.2K | 0.01% | 77 |
|
Other funds holding GE
Institute for Wealth Management's GE Position: Q2 2026 in Review
Institute for Wealth Management reduced its GE Aerospace (GE) stake by 7.9% in Q2 2026, selling an estimated $256K and leaving 9,517 shares worth $3.56M. The position accounts for 0.31% of the portfolio, ranked #61.
Institute for Wealth Management first reported a position in GE in Q2 2013 and has held it in 39 quarters since. The position peaked at $3.65M in Q4 2025. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.
- Institute for Wealth Management held 9,517 shares of GE Aerospace worth $3.56M as of Q2 2026.
- Institute for Wealth Management sold 818 GE Aerospace shares in Q2 2026, an estimated $256K.
- GE Aerospace made up 0.31% of Institute for Wealth Management's portfolio in Q2 2026, its #61 holding.
- Institute for Wealth Management first reported a position in GE Aerospace in Q2 2013 and has held it in 39 quarters since.
- Institute for Wealth Management's GE Aerospace position peaked at $3.65M in Q4 2025.
- 3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.