JGP 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
$471K Hold
1,260
0.04% 154
2026
Q1
$358K Sell
1,260
-25
-2% -$7.86K 0.04% 167
2025
Q4
$396K Buy
1,285
+562
+78% +$169K 0.04% 168
2025
Q3
$217K Buy
+723
New +$198K 0.02% 197
2019
Q2
Sell
-2,128
Closed -$106K 128
2019
Q1
$106K Sell
2,128
-6,407
-75% -$302K 0.04% 121
2018
Q4
$310K Sell
8,535
-84
-1% -$3.79K 0.13% 96
2018
Q3
$461K Sell
8,619
-1,738
-17% -$107K 0.18% 88
2018
Q2
$676K Buy
+10,357
New +$691K 0.28% 83

Other funds holding GE

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

JGP Wealth Management held its GE Aerospace (GE) position steady in Q2 2026 at 1,260 shares worth $471K. The position accounts for 0.04% of the portfolio, ranked #154.

JGP Wealth Management first reported a position in GE in Q2 2018 and has held it in 8 quarters since. The position peaked at $676K in Q2 2018. 1,234 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • JGP Wealth Management held 1,260 shares of GE Aerospace worth $471K as of Q2 2026.
  • JGP Wealth Management left its GE Aerospace share count unchanged in Q2 2026.
  • GE Aerospace made up 0.04% of JGP Wealth Management's portfolio in Q2 2026, its #154 holding.
  • JGP Wealth Management first reported a position in GE Aerospace in Q2 2018 and has held it in 8 quarters since.
  • JGP Wealth Management's GE Aerospace position peaked at $676K in Q2 2018.
  • 1,234 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.